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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 | $859,527 | $112,131+666.5% | $95,964+795.7% | $158,982+440.6% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 12.29% | 171.19%-158.9pp | 91.64%-79.4pp | 302.99%-290.7pp |
| Employer contribution / active EE | $4,468 | $3,199+39.6% | $2,541+75.8% | $4,763-6.2% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $101,651 | $10,136+902.9% | $6,797+1395.5% | $11,252+803.4% |