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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 | $78,056 | $99,345-21.4% | $84,753-7.9% | $273,972-71.5% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 4.55% | 22.93%-18.4pp | 22.78%-18.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $2,983 | $4,214-29.2% | $3,574-16.5% | $4,869-38.7% |
| Participant deferral / active EE | $12,500 | $4,270+192.8% | $3,712+236.8% | $5,287+136.4% |
| Admin fee / account holder | $3,368 | $6,645-49.3% | $5,333-36.8% | $10,133-66.8% |