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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 | $111,451 | $56,894+95.9% | $84,753+31.5% | $62,881+77.2% |
| Participation rate | 38.7% | 68.5%-29.8pp | 76.6%-37.9pp | 69.3%-30.6pp |
| Annual return | 0.38% | 6.30%-5.9pp | 22.78%-22.4pp | 20.14%-19.8pp |
| Employer contribution / active EE | $1,935 | $2,400-19.3% | $3,574-45.9% | $2,281-15.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,218 | $3,581+269.1% | $5,333+147.9% | $4,296+207.7% |