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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 | $18,934 | $79,181-76.1% | $102,423-81.5% | $74,429-74.6% |
| Participation rate | 54.3% | 74.8%-20.5pp | 76.5%-22.2pp | 67.2%-12.9pp |
| Annual return | 33.17% | 54.97%-21.8pp | 29.42%+3.7pp | 1368.38%-1335.2pp |
| Employer contribution / active EE | $1,670 | $2,362-29.3% | $3,023-44.7% | $2,625-36.4% |
| Participant deferral / active EE | $2,914 | $4,416-34.0% | $5,054-42.3% | $4,348-33.0% |
| Admin fee / account holder | $855 | $2,002-57.3% | $9,455-91.0% | $1,944-56.0% |