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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 | $159,934+244.7% | $147,005+275.0% | $145,959+277.7% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 9.91% | 98.24%-88.3pp | 418.76%-408.9pp | 561.95%-552.0pp |
| Employer contribution / active EE | $9,166 | $5,287+73.4% | $4,934+85.8% | $4,661+96.7% |
| Participant deferral / active EE | $9,685 | $8,427+14.9% | $8,070+20.0% | $6,689+44.8% |
| Admin fee / account holder | $247,793 | $15,053+1546.1% | $13,006+1805.2% | $13,398+1749.5% |