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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 | $968,661 | $102,978+840.7% | $90,287+972.9% | $152,870+533.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 12.46% | 95.17%-82.7pp | 78.10%-65.6pp | 345.34%-332.9pp |
| Employer contribution / active EE | $15,472 | $3,139+392.9% | $2,855+442.0% | $4,763+224.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $38,480 | $6,171+523.5% | $5,351+619.1% | $11,597+231.8% |