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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 | $23,534 | $148,623-84.2% | $135,974-82.7% | $139,466-83.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | -56.61% | 79.30%-135.9pp | 68.30%-124.9pp | 373.66%-430.3pp |
| Employer contribution / active EE | $9,692 | $5,246+84.7% | $4,859+99.5% | $4,754+103.9% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $410 | $12,406-96.7% | $10,767-96.2% | $11,409-96.4% |