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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 | $102,429-41.7% | $147,096-59.4% | $80,925-26.3% |
| Participation rate | 61.1% | 75.9%-14.8pp | 82.2%-21.1pp | 67.7%-6.5pp |
| Annual return | 4.55% | 135.02%-130.5pp | 419.75%-415.2pp | 35.65%-31.1pp |
| Employer contribution / active EE | $1,667 | $3,716-55.1% | $4,936-66.2% | $2,756-39.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,807 | $7,957-64.7% | $13,005-78.4% | $6,940-59.6% |