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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 | $77,660 | $117,895-34.1% | $102,460-24.2% | $145,897-46.8% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 7.24% | 31.92%-24.7pp | 29.47%-22.2pp | 552.29%-545.1pp |
| Employer contribution / active EE | $941 | $3,619-74.0% | $3,025-68.9% | $4,663-79.8% |
| Participant deferral / active EE | $7,938 | $5,736+38.4% | $5,056+57.0% | $6,689+18.7% |
| Admin fee / account holder | $306,364 | $13,353+2194.4% | $9,460+3138.5% | $13,390+2187.9% |