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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 | $21,088 | $96,643-78.2% | $86,617-75.7% | $139,456-84.9% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 17.51% | 106.57%-89.1pp | 591.91%-574.4pp | 373.45%-355.9pp |
| Employer contribution / active EE | $4,000 | $3,264+22.5% | $3,023+32.3% | $4,753-15.8% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,774 | $6,406-41.1% | $5,613-32.8% | $11,407-66.9% |