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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.)
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 | $220,253 | $197,819+11.3% | $155,789+41.4% | $125,389+75.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | 7.77% | 86.73%-79.0pp | 71.54%-63.8pp | 282.24%-274.5pp |
| Employer contribution / active EE | $5,513 | $4,850+13.7% | $3,839+43.6% | $4,866+13.3% |
| Participant deferral / active EE | $3,446 | $5,631-38.8% | $4,798-28.2% | $5,352-35.6% |
| Admin fee / account holder | $48,255 | $9,544+405.6% | $7,477+545.4% | $9,541+405.8% |