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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 | $175,257+19.9% | $149,717+40.3% | $139,456+50.6% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 15.28% | 166.70%-151.4pp | 134.41%-119.1pp | 373.45%-358.2pp |
| Employer contribution / active EE | $14,125 | $5,477+157.9% | $4,820+193.1% | $4,753+197.2% |
| Participant deferral / active EE | $13,950 | $6,521+113.9% | $5,682+145.5% | $6,711+107.9% |
| Admin fee / account holder | $1,303 | $16,156-91.9% | $13,213-90.1% | $11,407-88.6% |