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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.)
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 | $50,681 | $55,472-8.6% | $155,567-67.4% | $74,546-32.0% |
| Participation rate | 60.6% | 61.9%-1.4pp | 78.2%-17.6pp | 67.2%-6.7pp |
| Annual return | 196.67% | 268.72%-72.0pp | 64.74%+131.9pp | 1366.03%-1169.4pp |
| Employer contribution / active EE | $946 | $2,269-58.3% | $4,674-79.8% | $2,624-64.0% |
| Participant deferral / active EE | $1,839 | $2,838-35.2% | $5,628-67.3% | $4,347-57.7% |
| Admin fee / account holder | $1,088 | $1,743-37.6% | $15,916-93.2% | $1,944-44.0% |