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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 | $2,035,411 | $183,592+1008.7% | $155,574+1208.3% | $145,877+1295.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 58.45% | 61.37%-2.9pp | 64.87%-6.4pp | 551.28%-492.8pp |
| Employer contribution / active EE | $20,808 | $5,317+291.4% | $4,676+345.0% | $4,663+346.2% |
| Participant deferral / active EE | $20,333 | $6,466+214.5% | $5,629+261.2% | $6,691+203.9% |
| Admin fee / account holder | $16,953 | $19,316-12.2% | $15,914+6.5% | $13,402+26.5% |