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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 | $192,637 | $160,070+20.3% | $147,117+30.9% | $145,897+32.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 3.63% | 98.69%-95.1pp | 420.54%-416.9pp | 552.29%-548.7pp |
| Employer contribution / active EE | $4,900 | $5,285-7.3% | $4,932-0.7% | $4,663+5.1% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $119,883 | $15,035+697.3% | $12,993+822.7% | $13,390+795.3% |