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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,147 | $154,228+88.8% | $145,433+100.2% | $137,256+112.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.76% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $18,513 | $4,804+285.4% | $4,554+306.5% | $4,156+345.5% |
| Participant deferral / active EE | $9,936 | $8,216+20.9% | $7,897+25.8% | $6,407+55.1% |
| Admin fee / account holder | $15,388 | $14,344+7.3% | $13,129+17.2% | $12,270+25.4% |