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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 | $165,439 | $103,038+60.6% | $90,324+83.2% | $152,909+8.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 9.71% | 95.25%-85.5pp | 78.15%-68.4pp | 345.46%-335.8pp |
| Employer contribution / active EE | $7,005 | $3,141+123.0% | $2,856+145.3% | $4,764+47.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,759 | $6,177+9.4% | $5,356+26.2% | $11,601-41.7% |