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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 | $1,968,368 | $171,867+1045.3% | $149,721+1214.7% | $147,586+1233.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 13.35% | 2113.36%-2100.0pp | 1501.67%-1488.3pp | 578.59%-565.2pp |
| Employer contribution / active EE | $16,403 | $6,275+161.4% | $5,444+201.3% | $4,876+236.4% |
| Participant deferral / active EE | $14,000 | $7,270+92.6% | $6,568+113.1% | $5,439+157.4% |
| Admin fee / account holder | $5,937 | $13,799-57.0% | $11,282-47.4% | $10,886-45.5% |