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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 | $89,422 | $57,352+55.9% | $83,830+6.7% | $64,173+39.3% |
| Participation rate | 62.1% | 68.6%-6.5pp | 76.1%-14.1pp | 69.6%-7.5pp |
| Annual return | -5.45% | 11.38%-16.8pp | 850.97%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,326 | $2,546-47.9% | $3,631-63.5% | $2,381-44.3% |
| Participant deferral / active EE | $3,085 | $2,993+3.1% | $4,082-24.4% | $3,470-11.1% |
| Admin fee / account holder | $19,789 | $4,046+389.1% | $5,479+261.2% | $4,887+304.9% |