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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 | $430,279 | $93,064+362.3% | $74,577+477.0% | $273,972+57.1% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 11.61% | 26.18%-14.6pp | 20.47%-8.9pp | 41.46%-29.8pp |
| Employer contribution / active EE | $6,667 | $3,160+111.0% | $2,525+164.0% | $4,869+36.9% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,386 | $5,273-16.8% | $4,138+6.0% | $10,133-56.7% |