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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 | $73,791 | $183,516-59.8% | $155,534-52.6% | $145,884-49.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 5.87% | 61.43%-55.6pp | 64.92%-59.1pp | 551.85%-546.0pp |
| Employer contribution / active EE | $1,572 | $5,315-70.4% | $4,675-66.4% | $4,662-66.3% |
| Participant deferral / active EE | $3,928 | $6,467-39.3% | $5,630-30.2% | $6,690-41.3% |
| Admin fee / account holder | $3,131 | $19,293-83.8% | $15,900-80.3% | $13,392-76.6% |