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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 | $137,192 | $165,399-17.1% | $149,745-8.4% | $158,982-13.7% |
| Participation rate | 54.2% | 84.6%-30.4pp | 82.5%-28.3pp | 82.0%-27.8pp |
| Annual return | 1.66% | 348.34%-346.7pp | 276.72%-275.1pp | 302.99%-301.3pp |
| Employer contribution / active EE | $2,431 | $5,105-52.4% | $4,646-47.7% | $4,763-49.0% |
| Participant deferral / active EE | $6,625 | $7,183-7.8% | $6,843-3.2% | $5,983+10.7% |
| Admin fee / account holder | $1,567 | $10,811-85.5% | $9,312-83.2% | $11,252-86.1% |