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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 | $462,059 | $69,977+560.3% | $108,582+325.5% | $62,881+634.8% |
| Participation rate | 39.3% | 72.9%-33.6pp | 79.6%-40.3pp | 69.3%-30.0pp |
| Annual return | 28.48% | 10.73%+17.8pp | -51.70%+80.2pp | 20.14%+8.3pp |
| Employer contribution / active EE | $6,738 | $2,135+215.6% | $3,758+79.3% | $2,281+195.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $170,539 | $5,076+3259.4% | $7,645+2130.7% | $4,296+3870.0% |