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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 | $98,853 | $165,399-40.2% | $149,745-34.0% | $158,982-37.8% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | -10.41% | 348.34%-358.7pp | 276.72%-287.1pp | 302.99%-313.4pp |
| Employer contribution / active EE | $43,250 | $5,105+747.3% | $4,646+831.0% | $4,763+808.1% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,565,595 | $10,811+32880.8% | $9,312+38191.5% | $11,252+31589.7% |