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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 | $89,268 | $198,457-55.0% | $170,435-47.6% | $147,586-39.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 6.59% | 257.30%-250.7pp | 205.94%-199.4pp | 578.59%-572.0pp |
| Employer contribution / active EE | $2,898 | $6,183-53.1% | $5,432-46.7% | $4,876-40.6% |
| Participant deferral / active EE | $9,749 | $5,629+73.2% | $4,939+97.4% | $5,439+79.3% |
| Admin fee / account holder | $1,048 | $16,852-93.8% | $13,881-92.5% | $10,886-90.4% |