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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.)
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 | $27,818 | $31,741-12.4% | $56,077-50.4% | $199,921-86.1% |
| Participation rate | 3.4% | 32.3%-28.9pp | 52.5%-49.0pp | 72.0%-68.6pp |
| Annual return | 20.61% | 14.72%+5.9pp | 1709.28%-1688.7pp | 34.28%-13.7pp |
| Employer contribution / active EE | $0 | $508-100.0% | $1,040-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $176 | $1,184-85.2% | $1,954-91.0% | $5,089-96.5% |
| Admin fee / account holder | $2,596 | $426+509.1% | $2,825-8.1% | $269+864.5% |