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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 | $8,368 | $50,860-83.5% | $155,574-94.6% | $77,714-89.2% |
| Participation rate | 15.1% | 63.1%-48.0pp | 78.2%-63.1pp | 70.6%-55.5pp |
| Annual return | 1.49% | 34.86%-33.4pp | 64.87%-63.4pp | 31.26%-29.8pp |
| Employer contribution / active EE | $587 | $1,991-70.5% | $4,676-87.5% | $2,727-78.5% |
| Participant deferral / active EE | $106 | $2,825-96.2% | $5,629-98.1% | $4,649-97.7% |
| Admin fee / account holder | $959 | $436+119.6% | $15,914-94.0% | $433+121.2% |