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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.)
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 | $33,293 | $85,024-60.8% | $70,544-52.8% | $139,466-76.1% |
| Participation rate | 55.6% | 73.9%-18.4pp | 68.4%-12.8pp | 80.3%-24.8pp |
| Annual return | 15.93% | 30.39%-14.5pp | 32.79%-16.9pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,643 | $3,912-58.0% | $2,976-44.8% | $4,754-65.4% |
| Participant deferral / active EE | $3,853 | $5,891-34.6% | $4,568-15.7% | $6,712-42.6% |
| Admin fee / account holder | $2,631 | $8,928-70.5% | $6,427-59.1% | $11,409-76.9% |