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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $97,568 | $59,402+64.2% | $93,654+4.2% | $74,546+30.9% |
| Participation rate | 40.4% | 59.7%-19.2pp | 68.7%-28.3pp | 67.2%-26.8pp |
| Annual return | 9.92% | 81.86%-71.9pp | 133.34%-123.4pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $19 | $1,265-98.5% | $2,421-99.2% | $2,624-99.3% |
| Participant deferral / active EE | $3,935 | $3,049+29.1% | $4,413-10.8% | $4,347-9.5% |
| Admin fee / account holder | $7,944 | $3,023+162.8% | $8,282-4.1% | $1,944+308.7% |