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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 | $2,922 | $29,546-90.1% | $56,441-94.8% | $77,671-96.2% |
| Participation rate | 59.7% | 32.7%+27.1pp | 52.5%+7.2pp | 70.6%-10.8pp |
| Annual return | 11.31% | 19.01%-7.7pp | 1704.21%-1692.9pp | 31.21%-19.9pp |
| Employer contribution / active EE | $150 | $568-73.6% | $1,039-85.6% | $2,726-94.5% |
| Participant deferral / active EE | $790 | $1,061-25.5% | $1,953-59.5% | $4,648-83.0% |
| Admin fee / account holder | $484 | $1,046-53.8% | $2,829-82.9% | $430+12.4% |