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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 | $210,052 | $175,231+19.9% | $149,696+40.3% | $139,466+50.6% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 15.28% | 166.77%-151.5pp | 134.46%-119.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $14,125 | $5,478+157.9% | $4,821+193.0% | $4,754+197.1% |
| Participant deferral / active EE | $13,950 | $6,521+113.9% | $5,682+145.5% | $6,712+107.8% |
| Admin fee / account holder | $1,303 | $16,155-91.9% | $13,212-90.1% | $11,409-88.6% |