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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 | $67,421 | $131,835-48.9% | $108,582-37.9% | $273,972-75.4% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | -3.62% | -91.57%+87.9pp | -51.70%+48.1pp | 41.46%-45.1pp |
| Employer contribution / active EE | $3,948 | $4,913-19.6% | $3,758+5.0% | $4,869-18.9% |
| Participant deferral / active EE | $8,687 | $5,127+69.4% | $4,311+101.5% | $5,287+64.3% |
| Admin fee / account holder | $8,241 | $10,253-19.6% | $7,645+7.8% | $10,133-18.7% |