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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 | $83,511 | $135,956-38.6% | $123,894-32.6% | $273,972-69.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 2.53% | 56.63%-54.1pp | 47.52%-45.0pp | 41.46%-38.9pp |
| Employer contribution / active EE | $2,267 | $5,170-56.1% | $4,617-50.9% | $4,869-53.4% |
| Participant deferral / active EE | $9,000 | $6,343+41.9% | $5,984+50.4% | $5,287+70.2% |
| Admin fee / account holder | $4,653 | $9,817-52.6% | $8,357-44.3% | $10,133-54.1% |