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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 | $1,305,215 | $140,592+828.4% | $123,105+960.2% | $125,389+940.9% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -3.03% | 16.80%-19.8pp | 13.22%-16.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $15,750 | $6,041+160.7% | $5,151+205.8% | $4,866+223.7% |
| Participant deferral / active EE | $24,000 | $6,980+243.8% | $6,229+285.3% | $5,352+348.5% |
| Admin fee / account holder | $108,393 | $11,198+868.0% | $9,014+1102.5% | $9,541+1036.1% |