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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 | $437,373 | $127,386+243.3% | $115,037+280.2% | $125,388+248.8% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -2.42% | 31.28%-33.7pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $6,100 | $5,166+18.1% | $4,608+32.4% | $4,866+25.4% |
| Participant deferral / active EE | $12,800 | $6,423+99.3% | $6,026+112.4% | $5,352+139.2% |
| Admin fee / account holder | $7,861 | $9,516-17.4% | $8,175-3.8% | $9,541-17.6% |