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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 | $323,345 | $167,533+93.0% | $151,645+113.2% | $134,545+140.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -8.72% | 7.81%-16.5pp | 3.34%-12.1pp | 418.37%-427.1pp |
| Employer contribution / active EE | $9,175 | $6,828+34.4% | $6,165+48.8% | $4,742+93.5% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,231 | $13,781-91.1% | $11,614-89.4% | $11,431-89.2% |