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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 | $31,689 | $69,774-54.6% | $67,561-53.1% | $74,429-57.4% |
| Participation rate | 63.6% | 71.4%-7.7pp | 72.9%-9.3pp | 67.2%-3.6pp |
| Annual return | 11.54% | -40.53%+52.1pp | 3525.44%-3513.9pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $802 | $2,710-70.4% | $2,735-70.7% | $2,625-69.4% |
| Participant deferral / active EE | $1,396 | $3,636-61.6% | $4,003-65.1% | $4,348-67.9% |
| Admin fee / account holder | $16,042 | $890+1703.0% | $4,006+300.5% | $1,944+725.1% |