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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 | $117,895+135.8% | $102,460+171.3% | $145,897+90.5% |
| Participation rate | 46.7% | 78.6%-32.0pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 11.38% | 31.92%-20.5pp | 29.47%-18.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $10,782 | $3,619+197.9% | $3,025+256.4% | $4,663+131.3% |
| Participant deferral / active EE | $8,115 | $5,736+41.5% | $5,056+60.5% | $6,689+21.3% |
| Admin fee / account holder | $14,208 | $13,353+6.4% | $9,460+50.2% | $13,390+6.1% |