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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 | $327,145 | $88,707+268.8% | $74,184+341.0% | $273,972+19.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 10.84% | 11.94%-1.1pp | 17.74%-6.9pp | 41.46%-30.6pp |
| Employer contribution / active EE | $4,854 | $3,159+53.6% | $2,370+104.8% | $4,869-0.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,032 | $8,717-19.3% | $5,586+25.9% | $10,133-30.6% |