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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 | $394,023 | $154,209+155.5% | $130,062+202.9% | $139,487+182.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 15.42% | 32.52%-17.1pp | -137.37%+152.8pp | 373.84%-358.4pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $13,500 | $6,709+101.2% | $5,821+131.9% | $6,713+101.1% |
| Admin fee / account holder | $1,291 | $13,988-90.8% | $10,601-87.8% | $11,407-88.7% |