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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 | $1,102,310 | $217,432+407.0% | $185,851+493.1% | $167,553+557.9% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 18.47% | 148.43%-130.0pp | 122.11%-103.6pp | 478.89%-460.4pp |
| Employer contribution / active EE | $16,005 | $5,874+172.5% | $5,168+209.7% | $4,840+230.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $13,681 | $19,820-31.0% | $16,245-15.8% | $12,316+11.1% |