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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% | $155,567+1208.4% | $145,959+1294.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 58.45% | 61.24%-2.8pp | 64.74%-6.3pp | 561.95%-503.5pp |
| Employer contribution / active EE | $20,808 | $5,315+291.5% | $4,674+345.2% | $4,661+346.4% |
| Participant deferral / active EE | $20,333 | $6,464+214.6% | $5,628+261.3% | $6,689+204.0% |
| Admin fee / account holder | $16,953 | $19,318-12.2% | $15,916+6.5% | $13,398+26.5% |