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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 | $149,346 | $110,379+35.3% | $102,412+45.8% | $145,884+2.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 4.87% | 24.84%-20.0pp | 24.94%-20.1pp | 551.85%-547.0pp |
| Employer contribution / active EE | $1,040 | $4,216-75.3% | $3,870-73.1% | $4,662-77.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,767 | $9,745-71.6% | $8,388-67.0% | $13,392-79.3% |