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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 | $93,897 | $81,668+15.0% | $58,507+60.5% | $139,487-32.7% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 2.50% | 7430.07%-7427.6pp | 4252.32%-4249.8pp | 373.84%-371.3pp |
| Employer contribution / active EE | $1,356 | $1,398-3.0% | $1,053+28.7% | $4,755-71.5% |
| Participant deferral / active EE | $1,696 | $2,554-33.6% | $1,922-11.8% | $6,713-74.7% |
| Admin fee / account holder | $3,333 | $3,212+3.8% | $2,486+34.1% | $11,407-70.8% |