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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 | $50,522 | $88,137-42.7% | $164,975-69.4% | $74,429-32.1% |
| Participation rate | 61.8% | 73.1%-11.4pp | 78.6%-16.9pp | 67.2%-5.5pp |
| Annual return | 19.44% | 17.13%+2.3pp | 70.12%-50.7pp | 1368.38%-1348.9pp |
| Employer contribution / active EE | $1,503 | $2,597-42.1% | $4,343-65.4% | $2,625-42.7% |
| Participant deferral / active EE | $2,475 | $4,501-45.0% | $6,033-59.0% | $4,348-43.1% |
| Admin fee / account holder | $716 | $2,231-67.9% | $12,688-94.4% | $1,944-63.2% |