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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $4,459 | $60,504-92.6% | $81,882-94.6% | $74,478-94.0% |
| Participation rate | 65.5% | 62.9%+2.5pp | 72.4%-6.9pp | 67.2%-1.8pp |
| Annual return | 22.02% | 16.91%+5.1pp | 779.47%-757.5pp | 1370.56%-1348.5pp |
| Employer contribution / active EE | $28 | $2,627-98.9% | $2,916-99.0% | $2,626-98.9% |
| Participant deferral / active EE | $1,093 | $3,400-67.8% | $4,323-74.7% | $4,350-74.9% |
| Admin fee / account holder | $418 | $1,492-72.0% | $7,360-94.3% | $1,946-78.5% |