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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 | $414,716 | $160,059+159.1% | $140,019+196.2% | $135,379+206.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -5.35% | 911.44%-916.8pp | 651.15%-656.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $4,622 | $6,420-28.0% | $5,605-17.6% | $4,779-3.3% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,004 | $13,328-24.9% | $10,705-6.6% | $10,828-7.6% |