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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 | $42,994 | $78,607-45.3% | $105,624-59.3% | $74,478-42.3% |
| Participation rate | 62.2% | 72.8%-10.6pp | 75.3%-13.1pp | 67.2%-5.0pp |
| Annual return | 33.77% | 15.96%+17.8pp | 116.20%-82.4pp | 1370.56%-1336.8pp |
| Employer contribution / active EE | $2,165 | $2,523-14.2% | $3,168-31.7% | $2,626-17.6% |
| Participant deferral / active EE | $5,308 | $4,325+22.7% | $5,013+5.9% | $4,350+22.0% |
| Admin fee / account holder | $1,339 | $2,220-39.7% | $10,961-87.8% | $1,946-31.2% |