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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 | $396,782 | $150,447+163.7% | $136,298+191.1% | $147,586+168.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 13.11% | 1049.15%-1036.0pp | 5156.27%-5143.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $6,323 | $5,256+20.3% | $4,696+34.6% | $4,876+29.7% |
| Participant deferral / active EE | $18,309 | $6,631+176.1% | $6,247+193.1% | $5,439+236.6% |
| Admin fee / account holder | $96,317 | $10,906+783.1% | $9,244+941.9% | $10,886+784.8% |