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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.)
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 | $101,733 | $124,425-18.2% | $112,040-9.2% | $137,256-25.9% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.5%-33.6pp | 80.0%-37.1pp |
| Annual return | 19.64% | 24.72%-5.1pp | 24.52%-4.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $931 | $3,411-72.7% | $2,954-68.5% | $4,156-77.6% |
| Participant deferral / active EE | $7,889 | $5,718+38.0% | $5,098+54.8% | $6,407+23.1% |
| Admin fee / account holder | $530 | $15,207-96.5% | $12,098-95.6% | $12,270-95.7% |