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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 | $15,552 | $225,673-93.1% | $203,872-92.4% | $155,188-90.0% |
| Participation rate | 33.3% | 80.3%-47.0pp | 77.8%-44.5pp | 80.8%-47.5pp |
| Annual return | -88.51% | 95.91%-184.4pp | 85.11%-173.6pp | 148.84%-237.3pp |
| Employer contribution / active EE | $1,093 | $4,099-73.3% | $3,757-70.9% | $4,248-74.3% |
| Participant deferral / active EE | $2,029 | $6,893-70.6% | $6,388-68.2% | $6,531-68.9% |
| Admin fee / account holder | $1,775 | $12,327-85.6% | $11,730-84.9% | $14,480-87.7% |