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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 | $1,576,939 | $160,059+885.2% | $140,019+1026.2% | $135,380+1064.8% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | 8.51% | 911.48%-903.0pp | 651.17%-642.7pp | 519.81%-511.3pp |
| Employer contribution / active EE | $29,006 | $6,420+351.8% | $5,605+417.5% | $4,779+507.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,358 | $13,328-44.8% | $10,705-31.3% | $10,828-32.0% |