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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 | $50,952 | $180,459-71.8% | $154,108-66.9% | $135,380-62.4% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -10.37% | 888.21%-898.6pp | 735.21%-745.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $6,296 | $6,035+4.3% | $5,298+18.9% | $4,779+31.8% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,503 | $16,145-84.5% | $13,411-81.3% | $10,828-76.9% |