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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 | $51,084 | $178,174-71.3% | $156,181-67.3% | $137,256-62.8% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | -9.76% | 84.19%-93.9pp | 64.87%-74.6pp | 220.34%-230.1pp |
| Employer contribution / active EE | $12,500 | $4,972+151.4% | $4,294+191.1% | $4,156+200.8% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,842 | $17,404-60.7% | $14,586-53.1% | $12,270-44.2% |