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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 | $329,006 | $106,008+210.4% | $92,240+256.7% | $147,586+122.9% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 12.39% | 50.05%-37.7pp | 176.29%-163.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $14,120 | $4,333+225.8% | $3,680+283.7% | $4,876+189.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,038 | $6,333-67.8% | $5,194-60.8% | $10,886-81.3% |