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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 | $112,899 | $87,546+29.0% | $75,784+49.0% | $125,389-10.0% |
| Participation rate | 40.0% | 80.2%-40.2pp | 75.8%-35.8pp | 83.2%-43.2pp |
| Annual return | -5.63% | 13.49%-19.1pp | 9.68%-15.3pp | 282.24%-287.9pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,200 | $4,230+70.2% | $3,652+97.2% | $5,352+34.5% |
| Admin fee / account holder | $2,834 | $6,503-56.4% | $5,300-46.5% | $9,541-70.3% |