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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 | $365,937 | $165,399+121.2% | $149,745+144.4% | $158,982+130.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 35.02% | 348.34%-313.3pp | 276.72%-241.7pp | 302.99%-268.0pp |
| Employer contribution / active EE | $8,067 | $5,105+58.0% | $4,646+73.6% | $4,763+69.4% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,567 | $10,811-76.3% | $9,312-72.4% | $11,252-77.2% |