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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 | $831,804 | $138,076+502.4% | $123,553+573.2% | $135,380+514.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -4.53% | 153.70%-158.2pp | 119.21%-123.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $20,633 | $5,152+300.5% | $4,628+345.8% | $4,779+331.7% |
| Participant deferral / active EE | $15,790 | $6,800+132.2% | $6,426+145.7% | $5,609+181.5% |
| Admin fee / account holder | $4,147 | $10,917-62.0% | $9,284-55.3% | $10,828-61.7% |