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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 | $69,708-54.5% | $67,560-53.1% | $74,478-57.5% |
| Participation rate | 63.6% | 71.4%-7.8pp | 72.9%-9.3pp | 67.2%-3.6pp |
| Annual return | 11.54% | -40.67%+52.2pp | 3533.50%-3522.0pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $802 | $2,715-70.4% | $2,737-70.7% | $2,626-69.5% |
| Participant deferral / active EE | $1,396 | $3,637-61.6% | $4,004-65.1% | $4,350-67.9% |
| Admin fee / account holder | $16,042 | $887+1708.4% | $3,994+301.7% | $1,946+724.4% |