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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.)
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 | $11,416 | $60,261-81.1% | $81,783-86.0% | $74,546-84.7% |
| Participation rate | 51.6% | 62.9%-11.3pp | 72.4%-20.7pp | 67.2%-15.6pp |
| Annual return | 11.01% | 16.88%-5.9pp | 775.05%-764.0pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $774 | $2,622-70.5% | $2,913-73.4% | $2,624-70.5% |
| Participant deferral / active EE | $1,087 | $3,388-67.9% | $4,320-74.8% | $4,347-75.0% |
| Admin fee / account holder | $3,210 | $1,482+116.6% | $7,380-56.5% | $1,944+65.2% |