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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 | $499,340 | $105,623+372.8% | $87,502+470.7% | $273,972+82.3% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 11.11% | 12.26%-1.1pp | 12.21%-1.1pp | 41.46%-30.3pp |
| Employer contribution / active EE | $11,675 | $3,141+271.8% | $2,550+357.9% | $4,869+139.8% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,050 | $4,781+47.5% | $4,221+67.0% | $10,133-30.4% |