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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.
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 | $15,893 | $59,467-73.3% | $93,727-83.0% | $74,478-78.7% |
| Participation rate | 47.7% | 59.6%-11.9pp | 68.7%-21.0pp | 67.2%-19.6pp |
| Annual return | 9.20% | 82.14%-72.9pp | 133.83%-124.6pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $662 | $1,267-47.7% | $2,421-72.7% | $2,626-74.8% |
| Participant deferral / active EE | $1,232 | $3,052-59.6% | $4,417-72.1% | $4,350-71.7% |
| Admin fee / account holder | $1,471 | $3,028-51.4% | $8,292-82.3% | $1,946-24.4% |