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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 | $551,232 | $160,070+244.4% | $147,117+274.7% | $145,897+277.8% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 9.91% | 98.69%-88.8pp | 420.54%-410.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $9,166 | $5,285+73.4% | $4,932+85.8% | $4,663+96.6% |
| Participant deferral / active EE | $9,685 | $8,419+15.0% | $8,065+20.1% | $6,689+44.8% |
| Admin fee / account holder | $247,793 | $15,035+1548.1% | $12,993+1807.2% | $13,390+1750.5% |