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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.
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 | $53,736 | $66,486-19.2% | $81,370-34.0% | $77,762-30.9% |
| Participation rate | 24.6% | 68.7%-44.1pp | 69.5%-44.9pp | 70.6%-46.0pp |
| Annual return | 11.00% | 15.95%-5.0pp | 24.85%-13.9pp | 31.27%-20.3pp |
| Employer contribution / active EE | $718 | $2,158-66.7% | $2,464-70.8% | $2,728-73.7% |
| Participant deferral / active EE | $1,197 | $3,677-67.4% | $3,885-69.2% | $4,651-74.3% |
| Admin fee / account holder | $1,092 | $586+86.4% | $5,749-81.0% | $433+152.2% |