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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 | $3,299,171 | $176,077+1773.7% | $159,455+1969.0% | $167,518+1869.4% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 21.76% | 331.83%-310.1pp | 263.63%-241.9pp | 478.71%-457.0pp |
| Employer contribution / active EE | $22,157 | $5,298+318.2% | $4,830+358.7% | $4,838+357.9% |
| Participant deferral / active EE | $15,220 | $7,751+96.4% | $7,353+107.0% | $6,342+140.0% |
| Admin fee / account holder | $330,495 | $12,556+2532.1% | $10,800+2960.0% | $12,312+2584.2% |