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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $36,007 | $122,042-70.5% | $184,243-80.5% | $74,429-51.6% |
| Participation rate | 69.2% | 85.5%-16.3pp | 86.8%-17.6pp | 67.2%+2.0pp |
| Annual return | 12.02% | 19.91%-7.9pp | 28.82%-16.8pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $0 | $4,538-100.0% | $6,427-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,045 | $7,143-43.4% | $9,132-55.7% | $4,348-7.0% |
| Admin fee / account holder | $4,553 | $1,252+263.6% | $13,914-67.3% | $1,944+134.2% |