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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 | $484,885 | $209,422+131.5% | $178,503+171.6% | $158,982+205.0% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 10.50% | 188.81%-178.3pp | 151.12%-140.6pp | 302.99%-292.5pp |
| Employer contribution / active EE | $12,524 | $5,707+119.4% | $5,011+149.9% | $4,763+162.9% |
| Participant deferral / active EE | $13,788 | $5,955+131.5% | $5,202+165.0% | $5,983+130.4% |
| Admin fee / account holder | $23,339 | $17,079+36.7% | $13,987+66.9% | $11,252+107.4% |