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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 | $1,284,163 | $215,361+496.3% | $171,082+650.6% | $273,970+368.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 5.66% | 25.14%-19.5pp | 32.56%-26.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $19,333 | $4,967+289.2% | $4,002+383.1% | $4,869+297.1% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $63,729 | $10,846+487.6% | $8,520+648.0% | $10,132+529.0% |