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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 | $277,978 | $117,829+135.9% | $102,423+171.4% | $145,877+90.6% |
| Participation rate | 46.7% | 78.6%-31.9pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 11.38% | 31.83%-20.5pp | 29.42%-18.0pp | 551.28%-539.9pp |
| Employer contribution / active EE | $10,782 | $3,615+198.3% | $3,023+256.7% | $4,663+131.2% |
| Participant deferral / active EE | $8,115 | $5,732+41.6% | $5,054+60.6% | $6,691+21.3% |
| Admin fee / account holder | $14,208 | $13,335+6.5% | $9,455+50.3% | $13,402+6.0% |