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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 | $329,698 | $142,409+131.5% | $119,634+175.6% | $134,545+145.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -15.19% | -12.46%-2.7pp | -14.98%-0.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,000 | $6,468+70.1% | $5,601+96.4% | $6,401+71.8% |
| Admin fee / account holder | $3,369 | $13,594-75.2% | $10,329-67.4% | $11,431-70.5% |