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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 | $1,182,462 | $181,896+550.1% | $156,551+655.3% | $273,972+331.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 6.94% | 30.74%-23.8pp | 32.23%-25.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $55,453 | $6,248+787.5% | $5,501+908.0% | $4,869+1039.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $429,147 | $15,560+2658.0% | $13,028+3194.0% | $10,133+4135.3% |