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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 | $180,004 | $183,516-1.9% | $155,534+15.7% | $145,884+23.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 15.07% | 61.43%-46.4pp | 64.92%-49.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $5,891 | $5,315+10.9% | $4,675+26.0% | $4,662+26.4% |
| Participant deferral / active EE | $1,340 | $6,467-79.3% | $5,630-76.2% | $6,690-80.0% |
| Admin fee / account holder | $1,745 | $19,293-91.0% | $15,900-89.0% | $13,392-87.0% |