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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 | $103,659 | $55,889+85.5% | $76,119+36.2% | $80,935+28.1% |
| Participation rate | 58.5% | 62.1%-3.5pp | 69.1%-10.5pp | 67.7%-9.1pp |
| Annual return | 2.41% | 20.58%-18.2pp | 361.25%-358.8pp | 35.66%-33.2pp |
| Employer contribution / active EE | $10,604 | $1,866+468.2% | $2,693+293.8% | $2,757+284.6% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,604 | $5,241+102.3% | $6,421+65.1% | $6,924+53.1% |