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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 | $15,218 | $54,558-72.1% | $76,051-80.0% | $74,400-79.5% |
| Participation rate | 45.2% | 60.3%-15.1pp | 69.1%-23.9pp | 67.2%-22.1pp |
| Annual return | 15.97% | 31.83%-15.9pp | 360.42%-344.4pp | 1367.51%-1351.5pp |
| Employer contribution / active EE | $1,382 | $1,778-22.3% | $2,690-48.6% | $2,624-47.4% |
| Participant deferral / active EE | $1,982 | $3,065-35.3% | $4,257-53.4% | $4,348-54.4% |
| Admin fee / account holder | $844 | $2,232-62.2% | $6,416-86.8% | $1,944-56.6% |