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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,027 | $79,223-68.4% | $102,460-75.6% | $74,478-66.4% |
| Participation rate | 64.7% | 74.8%-10.0pp | 76.5%-11.8pp | 67.2%-2.5pp |
| Annual return | 20.84% | 54.98%-34.1pp | 29.47%-8.6pp | 1370.56%-1349.7pp |
| Employer contribution / active EE | $1,809 | $2,363-23.4% | $3,025-40.2% | $2,626-31.1% |
| Participant deferral / active EE | $3,983 | $4,417-9.8% | $5,056-21.2% | $4,350-8.4% |
| Admin fee / account holder | $690 | $2,003-65.5% | $9,460-92.7% | $1,946-64.5% |