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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 | $37,674 | $84,518-55.4% | $67,704-44.4% | $125,389-70.0% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | -35.21% | 2.57%-37.8pp | 25.41%-60.6pp | 282.24%-317.5pp |
| Employer contribution / active EE | $8,950 | $3,292+171.8% | $2,559+249.7% | $4,866+83.9% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,700 | $5,340+137.8% | $4,255+198.5% | $9,541+33.1% |