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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,105 | $209,425-79.4% | $178,499-75.9% | $158,966-72.9% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 3.17% | 188.80%-185.6pp | 151.10%-147.9pp | 302.95%-299.8pp |
| Employer contribution / active EE | $2,281 | $5,707-60.0% | $5,011-54.5% | $4,762-52.1% |
| Participant deferral / active EE | $1,074 | $5,955-82.0% | $5,202-79.3% | $5,983-82.0% |
| Admin fee / account holder | $1,723 | $17,078-89.9% | $13,986-87.7% | $11,250-84.7% |