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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 | $135,278 | $99,652+35.8% | $78,778+71.7% | $147,586-8.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 5.59% | 47.28%-41.7pp | 35.62%-30.0pp | 578.59%-573.0pp |
| Employer contribution / active EE | $2,288 | $2,796-18.2% | $1,986+15.2% | $4,876-53.1% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $100,492 | $7,155+1304.4% | $5,134+1857.4% | $10,886+823.1% |