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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $196,625 | $160,070+22.8% | $147,117+33.7% | $145,897+34.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 5.22% | 98.69%-93.5pp | 420.54%-415.3pp | 552.29%-547.1pp |
| Employer contribution / active EE | $5,776 | $5,285+9.3% | $4,932+17.1% | $4,663+23.9% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $19,477 | $15,035+29.5% | $12,993+49.9% | $13,390+45.5% |