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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 | $1,327,073 | $209,847+532.4% | $189,520+600.2% | $167,518+692.2% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 15.45% | 748.45%-733.0pp | 555.25%-539.8pp | 478.71%-463.3pp |
| Employer contribution / active EE | $54,744 | $6,913+691.9% | $6,161+788.6% | $4,838+1031.4% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $50,916 | $14,295+256.2% | $12,046+322.7% | $12,312+313.5% |