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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.)
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 | $98,040 | $81,643+20.1% | $70,462+39.1% | $158,950-38.3% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 6.30% | 208.51%-202.2pp | 109.08%-102.8pp | 302.91%-296.6pp |
| Employer contribution / active EE | $2,892 | $3,218-10.1% | $2,737+5.7% | $4,762-39.3% |
| Participant deferral / active EE | $4,554 | $4,5550% | $3,710+22.8% | $5,983-23.9% |
| Admin fee / account holder | $9,564 | $6,194+54.4% | $3,845+148.7% | $11,248-15.0% |