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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 | $17,741 | $92,743-80.9% | $82,744-78.6% | $134,532-86.8% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -20.22% | 946.63%-966.9pp | 702.22%-722.4pp | 418.27%-438.5pp |
| Employer contribution / active EE | $6,000 | $3,273+83.3% | $3,008+99.5% | $4,741+26.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,976 | $5,977-50.2% | $5,325-44.1% | $11,429-74.0% |