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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 | $629,616 | $150,447+318.5% | $136,298+361.9% | $147,586+326.6% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 15.78% | 1049.15%-1033.4pp | 5156.27%-5140.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $12,874 | $5,256+144.9% | $4,696+174.2% | $4,876+164.0% |
| Participant deferral / active EE | $12,070 | $6,631+82.0% | $6,247+93.2% | $5,439+121.9% |
| Admin fee / account holder | $62,150 | $10,906+469.9% | $9,244+572.3% | $10,886+470.9% |