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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 | $7,605 | $80,748-90.6% | $102,383-92.6% | $74,429-89.8% |
| Participation rate | 29.7% | 65.7%-36.0pp | 74.5%-44.8pp | 67.2%-37.5pp |
| Annual return | 7.18% | 27.57%-20.4pp | 24.94%-17.8pp | 1368.38%-1361.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $713 | $3,861-81.5% | $5,060-85.9% | $4,348-83.6% |
| Admin fee / account holder | $2,167 | $2,371-8.6% | $8,391-74.2% | $1,944+11.5% |