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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.)
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 | $14,462 | $59,448-75.7% | $93,696-84.6% | $74,459-80.6% |
| Participation rate | 47.1% | 59.6%-12.5pp | 68.7%-21.6pp | 67.2%-20.1pp |
| Annual return | 11.62% | 82.11%-70.5pp | 133.74%-122.1pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $770 | $1,266-39.2% | $2,422-68.2% | $2,626-70.7% |
| Participant deferral / active EE | $2,014 | $3,052-34.0% | $4,417-54.4% | $4,350-53.7% |
| Admin fee / account holder | $1,802 | $3,027-40.5% | $8,287-78.3% | $1,945-7.3% |