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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 | $101,861 | $135,956-25.1% | $123,894-17.8% | $273,972-62.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -4.88% | 56.63%-61.5pp | 47.52%-52.4pp | 41.46%-46.3pp |
| Employer contribution / active EE | $2,023 | $5,170-60.9% | $4,617-56.2% | $4,869-58.5% |
| Participant deferral / active EE | $6,573 | $6,343+3.6% | $5,984+9.8% | $5,287+24.3% |
| Admin fee / account holder | $9,520 | $9,817-3.0% | $8,357+13.9% | $10,133-6.1% |