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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 | $485,837 | $103,393+369.9% | $87,103+457.8% | $152,909+217.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 22.69% | 28.10%-5.4pp | 28.19%-5.5pp | 345.46%-322.8pp |
| Employer contribution / active EE | $7,314 | $3,221+127.1% | $2,521+190.1% | $4,764+53.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $89,412 | $12,195+633.2% | $7,491+1093.5% | $11,601+670.8% |