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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 | $183,539+1009.0% | $155,556+1208.5% | $145,897+1295.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 58.45% | 61.31%-2.9pp | 64.84%-6.4pp | 552.29%-493.8pp |
| Employer contribution / active EE | $20,808 | $5,315+291.5% | $4,675+345.0% | $4,663+346.3% |
| Participant deferral / active EE | $20,333 | $6,467+214.4% | $5,631+261.1% | $6,689+204.0% |
| Admin fee / account holder | $16,953 | $19,275-12.0% | $15,885+6.7% | $13,390+26.6% |