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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 | $11,176 | $55,470-79.9% | $155,556-92.8% | $74,478-85.0% |
| Participation rate | 49.0% | 61.9%-12.9pp | 78.2%-29.2pp | 67.2%-18.2pp |
| Annual return | 10.42% | 269.80%-259.4pp | 64.84%-54.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $233 | $2,838-91.8% | $5,631-95.9% | $4,350-94.6% |
| Admin fee / account holder | $1,910 | $1,744+9.5% | $15,885-88.0% | $1,946-1.8% |