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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 | $109,904-78.8% | $97,167-76.0% | $145,959-84.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | -49.44% | 243.43%-292.9pp | 75.27%-124.7pp | 561.95%-611.4pp |
| Employer contribution / active EE | $23,289 | $3,084+655.0% | $2,729+753.4% | $4,661+399.7% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,856 | $6,216-54.1% | $5,650-49.5% | $13,398-78.7% |