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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 | $79,787 | $118,708-32.8% | $98,920-19.3% | $158,982-49.8% |
| Participation rate | 0.0% | 77.8%-77.8pp | 76.0%-76.0pp | 82.0%-82.0pp |
| Annual return | 2.17% | 372.49%-370.3pp | 196.47%-194.3pp | 302.99%-300.8pp |
| Employer contribution / active EE | $1,122 | $3,334-66.4% | $2,689-58.3% | $4,763-76.5% |
| Participant deferral / active EE | $3,525 | $5,089-30.7% | $4,245-17.0% | $5,983-41.1% |
| Admin fee / account holder | $4,007 | $10,134-60.5% | $6,643-39.7% | $11,252-64.4% |