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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 | $214,086 | $135,956+57.5% | $123,894+72.8% | $273,972-21.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -3.13% | 56.63%-59.8pp | 47.52%-50.7pp | 41.46%-44.6pp |
| Employer contribution / active EE | $8,000 | $5,170+54.7% | $4,617+73.3% | $4,869+64.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,182 | $9,817+3.7% | $8,357+21.8% | $10,133+0.5% |