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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 | $121,956 | $180,462-32.4% | $154,111-20.9% | $135,379-9.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 28.87% | 888.17%-859.3pp | 735.18%-706.3pp | 519.79%-490.9pp |
| Employer contribution / active EE | $7,422 | $6,036+23.0% | $5,298+40.1% | $4,779+55.3% |
| Participant deferral / active EE | $4,083 | $5,806-29.7% | $5,081-19.6% | $5,609-27.2% |
| Admin fee / account holder | $4,582 | $16,145-71.6% | $13,411-65.8% | $10,828-57.7% |