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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.
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 | $77,789 | $34,932+122.7% | $56,441+37.8% | $74,546+4.3% |
| Participation rate | 55.8% | 32.9%+22.9pp | 52.5%+3.3pp | 67.2%-11.5pp |
| Annual return | 7.98% | 24.90%-16.9pp | 1704.21%-1696.2pp | 1366.03%-1358.1pp |
| Employer contribution / active EE | $381 | $608-37.3% | $1,039-63.3% | $2,624-85.5% |
| Participant deferral / active EE | $1,996 | $1,173+70.2% | $1,953+2.2% | $4,347-54.1% |
| Admin fee / account holder | $1,744 | $2,359-26.1% | $2,829-38.3% | $1,944-10.2% |