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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 | $56,060+84.9% | $76,002+36.4% | $80,874+28.2% |
| Participation rate | 58.5% | 62.0%-3.5pp | 69.1%-10.5pp | 67.6%-9.1pp |
| Annual return | 2.41% | 20.54%-18.1pp | 360.07%-357.7pp | 35.62%-33.2pp |
| Employer contribution / active EE | $10,604 | $1,873+466.0% | $2,688+294.4% | $2,756+284.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,604 | $5,237+102.5% | $6,414+65.3% | $6,935+52.9% |