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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% | $155,574+9.2% | $145,877+16.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | -9.90% | 61.37%-71.3pp | 64.87%-74.8pp | 551.28%-561.2pp |
| Employer contribution / active EE | $22,420 | $5,317+321.7% | $4,676+379.5% | $4,663+380.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $451 | $19,316-97.7% | $15,914-97.2% | $13,402-96.6% |