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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 | $1,130,879 | $109,905+929.0% | $98,506+1048.0% | $167,553+574.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 11.18% | 1960.20%-1949.0pp | 1494.92%-1483.7pp | 478.89%-467.7pp |
| Employer contribution / active EE | $13,258 | $3,226+311.0% | $2,961+347.7% | $4,840+173.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $47,759 | $6,760+606.5% | $5,955+702.0% | $12,316+287.8% |