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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 | $25,533 | $109,872-76.8% | $98,483-74.1% | $167,536-84.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 2.83% | 1959.31%-1956.5pp | 1494.38%-1491.6pp | 478.82%-476.0pp |
| Employer contribution / active EE | $6,351 | $3,225+96.9% | $2,961+114.5% | $4,839+31.2% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $168,021 | $6,757+2386.5% | $5,953+2722.6% | $12,315+1264.4% |