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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 | $117,846+135.9% | $102,434+171.4% | $145,884+90.5% |
| Participation rate | 46.7% | 78.6%-32.0pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 11.38% | 31.90%-20.5pp | 29.46%-18.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $10,782 | $3,615+198.3% | $3,023+256.7% | $4,662+131.3% |
| Participant deferral / active EE | $8,115 | $5,733+41.5% | $5,055+60.5% | $6,690+21.3% |
| Admin fee / account holder | $14,208 | $13,356+6.4% | $9,462+50.2% | $13,392+6.1% |