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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 | $109,967-78.8% | $97,197-76.0% | $145,877-84.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | -49.44% | 244.27%-293.7pp | 75.47%-124.9pp | 551.28%-600.7pp |
| Employer contribution / active EE | $23,289 | $3,077+656.9% | $2,723+755.3% | $4,663+399.4% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,856 | $6,199-53.9% | $5,637-49.3% | $13,402-78.7% |