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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 | $240,401 | $181,896+32.2% | $156,551+53.6% | $273,972-12.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 0.59% | 30.74%-30.2pp | 32.23%-31.6pp | 41.46%-40.9pp |
| Employer contribution / active EE | $25,250 | $6,248+304.1% | $5,501+359.0% | $4,869+418.6% |
| Participant deferral / active EE | $12,000 | $5,550+116.2% | $4,871+146.4% | $5,287+127.0% |
| Admin fee / account holder | $59,955 | $15,560+285.3% | $13,028+360.2% | $10,133+491.7% |