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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 | $213,785-76.1% | $185,441-72.5% | $155,188-67.1% |
| Participation rate | 0.0% | 83.2%-83.2pp | 80.3%-80.3pp | 80.8%-80.8pp |
| Annual return | -9.76% | 19.97%-29.7pp | 20.16%-29.9pp | 148.84%-158.6pp |
| Employer contribution / active EE | $12,500 | $5,393+131.8% | $4,672+167.5% | $4,248+194.3% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,842 | $21,134-67.6% | $17,890-61.8% | $14,480-52.7% |