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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 | $23,314 | $110,093-78.8% | $97,295-76.0% | $145,897-84.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | -49.44% | 244.76%-294.2pp | 75.62%-125.1pp | 552.29%-601.7pp |
| Employer contribution / active EE | $23,289 | $3,077+656.8% | $2,723+755.3% | $4,663+399.5% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,856 | $6,212-54.0% | $5,646-49.4% | $13,390-78.7% |