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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 | $494,954 | $166,242+197.7% | $165,071+199.8% | $145,884+239.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 20.73% | 100.44%-79.7pp | 70.17%-49.4pp | 551.85%-531.1pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $19,250 | $6,964+176.4% | $6,035+219.0% | $6,690+187.8% |
| Admin fee / account holder | $1,528 | $16,658-90.8% | $12,695-88.0% | $13,392-88.6% |