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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 | $287,631 | $275,752+4.3% | $256,809+12.0% | $198,609+44.8% |
| Participation rate | 0.0% | 89.2%-89.2pp | 88.5%-88.5pp | 82.4%-82.4pp |
| Annual return | 15.83% | 34.81%-19.0pp | 32.73%-16.9pp | 202.70%-186.9pp |
| Employer contribution / active EE | $7,942 | $7,721+2.9% | $7,263+9.4% | $5,055+57.1% |
| Participant deferral / active EE | $7,942 | $10,037-20.9% | $9,520-16.6% | $6,977+13.8% |
| Admin fee / account holder | $5,523 | $25,716-78.5% | $25,146-78.0% | $19,030-71.0% |