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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 | $63,223 | $110,379-42.7% | $102,412-38.3% | $145,884-56.7% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 11.47% | 24.84%-13.4pp | 24.94%-13.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,402 | $4,216-43.0% | $3,870-37.9% | $4,662-48.5% |
| Participant deferral / active EE | $4,318 | $5,622-23.2% | $5,060-14.7% | $6,690-35.4% |
| Admin fee / account holder | $4,114 | $9,745-57.8% | $8,388-50.9% | $13,392-69.3% |