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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 | $272,918 | $154,193+77.0% | $130,045+109.9% | $139,466+95.7% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.5%-13.5pp | 80.3%-15.3pp |
| Annual return | 23.78% | 32.51%-8.7pp | -137.30%+161.1pp | 373.66%-349.9pp |
| Employer contribution / active EE | $1,829 | $5,292-65.4% | $4,321-57.7% | $4,754-61.5% |
| Participant deferral / active EE | $4,923 | $6,709-26.6% | $5,820-15.4% | $6,712-26.7% |
| Admin fee / account holder | $15,978 | $13,989+14.2% | $10,600+50.7% | $11,409+40.1% |