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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 | $167,009 | $198,457-15.8% | $170,435-2.0% | $147,586+13.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 14.57% | 257.30%-242.7pp | 205.94%-191.4pp | 578.59%-564.0pp |
| Employer contribution / active EE | $10,215 | $6,183+65.2% | $5,432+88.0% | $4,876+109.5% |
| Participant deferral / active EE | $559 | $5,629-90.1% | $4,939-88.7% | $5,439-89.7% |
| Admin fee / account holder | $1,821 | $16,852-89.2% | $13,881-86.9% | $10,886-83.3% |