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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 | $439,868 | $202,342+117.4% | $172,753+154.6% | $152,909+187.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 29.72% | 1029.88%-1000.2pp | 803.00%-773.3pp | 345.46%-315.7pp |
| Employer contribution / active EE | $5,748 | $5,857-1.9% | $5,144+11.7% | $4,764+20.7% |
| Participant deferral / active EE | $2,737 | $5,948-54.0% | $5,198-47.3% | $5,851-53.2% |
| Admin fee / account holder | $15,140 | $17,112-11.5% | $13,956+8.5% | $11,601+30.5% |