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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 | $40,618 | $135,956-70.1% | $123,894-67.2% | $273,972-85.2% |
| Participation rate | 30.0% | 84.1%-54.1pp | 81.4%-51.4pp | 83.0%-53.0pp |
| Annual return | -11.63% | 56.63%-68.3pp | 47.52%-59.1pp | 41.46%-53.1pp |
| Employer contribution / active EE | $1,757 | $5,170-66.0% | $4,617-61.9% | $4,869-63.9% |
| Participant deferral / active EE | $3,535 | $6,343-44.3% | $5,984-40.9% | $5,287-33.1% |
| Admin fee / account holder | $10,335 | $9,817+5.3% | $8,357+23.7% | $10,133+2.0% |