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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.)
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 | $243,215 | $183,516+32.5% | $155,534+56.4% | $145,884+66.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.54% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $8,300 | $5,315+56.2% | $4,675+77.5% | $4,662+78.0% |
| Participant deferral / active EE | $5,083 | $6,467-21.4% | $5,630-9.7% | $6,690-24.0% |
| Admin fee / account holder | $5,282 | $19,293-72.6% | $15,900-66.8% | $13,392-60.6% |