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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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,575 | $275,752-98.7% | $256,809-98.6% | $198,609-98.2% |
| Participation rate | 0.0% | 89.2%-89.2pp | 88.5%-88.5pp | 82.4%-82.4pp |
| Annual return | 3.86% | 34.81%-31.0pp | 32.73%-28.9pp | 202.70%-198.8pp |
| Employer contribution / active EE | $500 | $7,721-93.5% | $7,263-93.1% | $5,055-90.1% |
| Participant deferral / active EE | $300 | $10,037-97.0% | $9,520-96.8% | $6,977-95.7% |
| Admin fee / account holder | $3,488 | $25,716-86.4% | $25,146-86.1% | $19,030-81.7% |