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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 | $223,823+28.5% | $211,142+36.2% | $154,746+85.9% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | 15.83% | 50.39%-34.6pp | 46.84%-31.0pp | 172.34%-156.5pp |
| Employer contribution / active EE | $7,942 | $6,787+17.0% | $6,442+23.3% | $4,379+81.4% |
| Participant deferral / active EE | $7,942 | $9,750-18.5% | $9,284-14.5% | $6,730+18.0% |
| Admin fee / account holder | $5,523 | $19,707-72.0% | $19,076-71.0% | $14,365-61.6% |