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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 | $522,688 | $209,425+149.6% | $178,499+192.8% | $158,966+228.8% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 10.59% | 188.80%-178.2pp | 151.10%-140.5pp | 302.95%-292.4pp |
| Employer contribution / active EE | $9,073 | $5,707+59.0% | $5,011+81.1% | $4,762+90.5% |
| Participant deferral / active EE | $10,154 | $5,955+70.5% | $5,202+95.2% | $5,983+69.7% |
| Admin fee / account holder | $13,674 | $17,078-19.9% | $13,986-2.2% | $11,250+21.5% |