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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 | $41,705 | $127,387-67.3% | $115,038-63.7% | $125,389-66.7% |
| Participation rate | 56.3% | 84.2%-27.9pp | 81.4%-25.1pp | 83.2%-26.9pp |
| Annual return | -3.59% | 31.28%-34.9pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $3,589 | $5,166-30.5% | $4,608-22.1% | $4,866-26.2% |
| Participant deferral / active EE | $8,093 | $6,423+26.0% | $6,026+34.3% | $5,352+51.2% |
| Admin fee / account holder | $8,605 | $9,516-9.6% | $8,175+5.3% | $9,541-9.8% |