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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 | $55,209 | $82,979-33.5% | $102,412-46.1% | $77,736-29.0% |
| Participation rate | 42.6% | 71.5%-28.9pp | 74.5%-31.9pp | 70.6%-27.9pp |
| Annual return | 121.59% | 19.11%+102.5pp | 24.94%+96.6pp | 31.26%+90.3pp |
| Employer contribution / active EE | $2,215 | $3,554-37.7% | $3,870-42.8% | $2,728-18.8% |
| Participant deferral / active EE | $5,108 | $4,109+24.3% | $5,060+1.0% | $4,651+9.8% |
| Admin fee / account holder | $8,762 | $639+1272.1% | $8,388+4.5% | $433+1922.1% |