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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 | $183,516+1009.1% | $155,534+1208.7% | $145,884+1295.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 58.45% | 61.43%-3.0pp | 64.92%-6.5pp | 551.85%-493.4pp |
| Employer contribution / active EE | $20,808 | $5,315+291.5% | $4,675+345.1% | $4,662+346.3% |
| Participant deferral / active EE | $20,333 | $6,467+214.4% | $5,630+261.1% | $6,690+204.0% |
| Admin fee / account holder | $16,953 | $19,293-12.1% | $15,900+6.6% | $13,392+26.6% |