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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 | $161,216 | $107,015+50.6% | $73,545+119.2% | $147,585+9.2% |
| Participation rate | 33.3% | 66.4%-33.0pp | 54.9%-21.6pp | 82.8%-49.5pp |
| Annual return | -75.16% | 38.25%-113.4pp | -15.16%-60.0pp | 578.58%-653.7pp |
| Employer contribution / active EE | $26,829 | $1,760+1424.3% | $1,219+2100.9% | $4,876+450.2% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $605 | $3,055-80.2% | $2,320-73.9% | $10,886-94.4% |