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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 | $169,931 | $183,592-7.4% | $155,567+9.2% | $145,959+16.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | -9.90% | 61.24%-71.1pp | 64.74%-74.6pp | 561.95%-571.8pp |
| Employer contribution / active EE | $22,420 | $5,315+321.9% | $4,674+379.7% | $4,661+381.0% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $451 | $19,318-97.7% | $15,916-97.2% | $13,398-96.6% |