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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 | $1,307,334 | $183,516+612.4% | $155,534+740.5% | $145,884+796.1% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 55.12% | 61.43%-6.3pp | 64.92%-9.8pp | 551.85%-496.7pp |
| Employer contribution / active EE | $9,833 | $5,315+85.0% | $4,675+110.3% | $4,662+110.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $26,272 | $19,293+36.2% | $15,900+65.2% | $13,392+96.2% |