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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 | $138,477 | $180,462-23.3% | $154,111-10.1% | $135,379+2.3% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -8.82% | 888.17%-897.0pp | 735.18%-744.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $2,219 | $6,036-63.2% | $5,298-58.1% | $4,779-53.6% |
| Participant deferral / active EE | $5,455 | $5,806-6.0% | $5,081+7.4% | $5,609-2.7% |
| Admin fee / account holder | $2,288 | $16,145-85.8% | $13,411-82.9% | $10,828-78.9% |