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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 | $103,996 | $88,117+18.0% | $164,928-36.9% | $74,400+39.8% |
| Participation rate | 49.5% | 73.1%-23.6pp | 78.6%-29.2pp | 67.2%-17.7pp |
| Annual return | 15.93% | 17.27%-1.3pp | 70.08%-54.2pp | 1367.51%-1351.6pp |
| Employer contribution / active EE | $2,327 | $2,596-10.4% | $4,343-46.4% | $2,624-11.3% |
| Participant deferral / active EE | $4,750 | $4,501+5.5% | $6,034-21.3% | $4,348+9.2% |
| Admin fee / account holder | $2,485 | $2,230+11.5% | $12,684-80.4% | $1,944+27.9% |