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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,900 | $149,679-55.3% | $117,039-42.8% | $147,586-54.7% |
| Participation rate | 25.0% | 83.5%-58.5pp | 77.2%-52.2pp | 82.8%-57.8pp |
| Annual return | 95.46% | 19.31%+76.1pp | 18.95%+76.5pp | 578.59%-483.1pp |
| Employer contribution / active EE | $2,586 | $4,937-47.6% | $3,785-31.7% | $4,876-47.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $44,333 | $7,856+464.3% | $5,974+642.1% | $10,886+307.3% |