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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.)
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 | $19,407 | $78,607-75.3% | $105,624-81.6% | $74,478-73.9% |
| Participation rate | 37.9% | 72.8%-34.9pp | 75.3%-37.4pp | 67.2%-29.3pp |
| Annual return | 126.08% | 15.96%+110.1pp | 116.20%+9.9pp | 1370.56%-1244.5pp |
| Employer contribution / active EE | $879 | $2,523-65.1% | $3,168-72.2% | $2,626-66.5% |
| Participant deferral / active EE | $1,462 | $4,325-66.2% | $5,013-70.8% | $4,350-66.4% |
| Admin fee / account holder | $2,802 | $2,220+26.2% | $10,961-74.4% | $1,946+44.0% |