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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 | $71,117 | $110,240-35.5% | $96,544-26.3% | $139,487-49.0% |
| Participation rate | 64.3% | 78.1%-13.8pp | 76.0%-11.7pp | 80.3%-16.1pp |
| Annual return | 5.45% | 26.41%-21.0pp | 25.88%-20.4pp | 373.84%-368.4pp |
| Employer contribution / active EE | $7,143 | $3,622+97.2% | $2,966+140.8% | $4,755+50.2% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $18,729 | $11,602+61.4% | $8,254+126.9% | $11,407+64.2% |