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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 | $1,095,907 | $138,312+692.3% | $122,979+791.1% | $155,188+606.2% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 15.27% | 22.06%-6.8pp | 20.12%-4.8pp | 148.84%-133.6pp |
| Employer contribution / active EE | $41,415 | $3,530+1073.1% | $3,062+1252.4% | $4,248+875.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $401,128 | $15,089+2558.4% | $12,864+3018.1% | $14,480+2670.3% |