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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 | $205,678 | $117,895+74.5% | $102,460+100.7% | $145,897+41.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 5.37% | 31.92%-26.6pp | 29.47%-24.1pp | 552.29%-546.9pp |
| Employer contribution / active EE | $1,431 | $3,619-60.5% | $3,025-52.7% | $4,663-69.3% |
| Participant deferral / active EE | $3,500 | $5,736-39.0% | $5,056-30.8% | $6,689-47.7% |
| Admin fee / account holder | $2,900 | $13,353-78.3% | $9,460-69.3% | $13,390-78.3% |