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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 | $1,853,374 | $157,276+1078.4% | $141,177+1212.8% | $152,885+1112.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.29% | 64.33%-43.0pp | 71.40%-50.1pp | 345.39%-324.1pp |
| Employer contribution / active EE | $10,000 | $5,262+90.1% | $4,736+111.2% | $4,763+109.9% |
| Participant deferral / active EE | $8,597 | $7,110+20.9% | $6,710+28.1% | $5,851+46.9% |
| Admin fee / account holder | $45,501 | $12,123+275.3% | $10,263+343.3% | $11,598+292.3% |