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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 | $310,003 | $148,623+108.6% | $135,974+128.0% | $139,466+122.3% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 45.22% | 79.30%-34.1pp | 68.30%-23.1pp | 373.66%-328.4pp |
| Employer contribution / active EE | $3,135 | $5,246-40.2% | $4,859-35.5% | $4,754-34.0% |
| Participant deferral / active EE | $8,842 | $8,103+9.1% | $7,760+13.9% | $6,712+31.7% |
| Admin fee / account holder | $8,833 | $12,406-28.8% | $10,767-18.0% | $11,409-22.6% |