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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 | $614,229 | $154,193+298.4% | $130,045+372.3% | $139,466+340.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 26.58% | 32.51%-5.9pp | -137.30%+163.9pp | 373.66%-347.1pp |
| Employer contribution / active EE | $25,520 | $5,292+382.3% | $4,321+490.6% | $4,754+436.8% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $155,551 | $13,989+1011.9% | $10,600+1367.4% | $11,409+1263.4% |