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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 | $80,337 | $150,447-46.6% | $136,298-41.1% | $147,586-45.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 3.71% | 1049.15%-1045.4pp | 5156.27%-5152.6pp | 578.59%-574.9pp |
| Employer contribution / active EE | $1,000 | $5,256-81.0% | $4,696-78.7% | $4,876-79.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $692 | $10,906-93.7% | $9,244-92.5% | $10,886-93.6% |