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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 | $44,212 | $167,353-73.6% | $143,797-69.3% | $134,545-67.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -48.45% | 0.48%-48.9pp | -0.04%-48.4pp | 418.37%-466.8pp |
| Employer contribution / active EE | $10,625 | $5,620+89.0% | $4,952+114.5% | $4,742+124.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $31,562 | $18,096+74.4% | $14,679+115.0% | $11,431+176.1% |