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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 | $86,581 | $202,342-57.2% | $172,753-49.9% | $152,909-43.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 7.68% | 1029.88%-1022.2pp | 803.00%-795.3pp | 345.46%-337.8pp |
| Employer contribution / active EE | $25,000 | $5,857+326.8% | $5,144+386.0% | $4,764+424.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $53,139 | $17,112+210.5% | $13,956+280.8% | $11,601+358.1% |