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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 | $212,386+35.4% | $199,883+43.9% | $138,895+107.1% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.8%-86.8pp | 79.9%-79.9pp |
| Annual return | 15.83% | 47.75%-31.9pp | 43.81%-28.0pp | 145.39%-129.6pp |
| Employer contribution / active EE | $7,942 | $6,625+19.9% | $6,261+26.8% | $4,194+89.4% |
| Participant deferral / active EE | $7,942 | $9,617-17.4% | $9,138-13.1% | $6,396+24.2% |
| Admin fee / account holder | $5,523 | $18,233-69.7% | $17,268-68.0% | $12,562-56.0% |