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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 | $216,304 | $150,447+43.8% | $136,298+58.7% | $147,586+46.6% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 10.34% | 1049.15%-1038.8pp | 5156.27%-5145.9pp | 578.59%-568.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,060 | $6,631-53.9% | $6,247-51.0% | $5,439-43.7% |
| Admin fee / account holder | $12,844 | $10,906+17.8% | $9,244+38.9% | $10,886+18.0% |