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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 | $1,207,342 | $88,815+1259.4% | $81,882+1374.5% | $145,897+727.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.88% | 1033.75%-1021.9pp | 779.47%-767.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $21,715 | $3,086+603.6% | $2,916+644.7% | $4,663+365.7% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $48,019 | $8,434+469.3% | $7,360+552.5% | $13,390+258.6% |