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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 | $79,245 | $99,079-20.0% | $78,002+1.6% | $273,972-71.1% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.5%-75.5pp | 83.0%-83.0pp |
| Annual return | 4.78% | 217.93%-213.1pp | 425.99%-421.2pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,196 | $3,308-33.6% | $2,470-11.1% | $4,869-54.9% |
| Participant deferral / active EE | $5,889 | $4,306+36.8% | $3,497+68.4% | $5,287+11.4% |
| Admin fee / account holder | $34,605 | $8,954+286.5% | $5,481+531.4% | $10,133+241.5% |