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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 | $270,380 | $197,637+36.8% | $177,848+52.0% | $158,982+70.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 13.41% | 58.77%-45.4pp | 48.33%-34.9pp | 302.99%-289.6pp |
| Employer contribution / active EE | $6,350 | $6,698-5.2% | $5,919+7.3% | $4,763+33.3% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $364,058 | $15,406+2263.1% | $12,431+2828.6% | $11,252+3135.6% |