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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,489 | $217,432-77.7% | $185,851-73.9% | $167,553-71.1% |
| Participation rate | 47.4% | 86.1%-38.7pp | 81.7%-34.3pp | 82.1%-34.7pp |
| Annual return | 3.02% | 148.43%-145.4pp | 122.11%-119.1pp | 478.89%-475.9pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $47 | $6,357-99.3% | $5,569-99.1% | $6,343-99.3% |
| Admin fee / account holder | $882 | $19,820-95.6% | $16,245-94.6% | $12,316-92.8% |