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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 | $772,899 | $124,425+521.2% | $112,040+589.8% | $137,256+463.1% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 22.47% | 24.72%-2.2pp | 24.52%-2.0pp | 220.34%-197.9pp |
| Employer contribution / active EE | $25,508 | $3,411+647.7% | $2,954+763.5% | $4,156+513.8% |
| Participant deferral / active EE | $57,263 | $5,718+901.4% | $5,098+1023.3% | $6,407+793.8% |
| Admin fee / account holder | $240,127 | $15,207+1479.1% | $12,098+1884.8% | $12,270+1857.0% |