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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 | $59,677 | $102,422-41.7% | $147,117-59.4% | $80,959-26.3% |
| Participation rate | 61.1% | 75.9%-14.8pp | 82.2%-21.1pp | 67.7%-6.6pp |
| Annual return | 4.55% | 135.16%-130.6pp | 420.54%-416.0pp | 35.67%-31.1pp |
| Employer contribution / active EE | $1,667 | $3,717-55.2% | $4,932-66.2% | $2,757-39.6% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,807 | $7,953-64.7% | $12,993-78.4% | $6,925-59.5% |