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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,266 | $101,591+11.5% | $147,096-23.0% | $74,429+52.2% |
| Participation rate | 56.7% | 75.5%-18.8pp | 82.2%-25.4pp | 67.2%-10.5pp |
| Annual return | 12.48% | 8746.45%-8734.0pp | 419.75%-407.3pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $1,609 | $3,813-57.8% | $4,936-67.4% | $2,625-38.7% |
| Participant deferral / active EE | $6,512 | $7,302-10.8% | $8,071-19.3% | $4,348+49.8% |
| Admin fee / account holder | $17,256 | $1,750+886.0% | $13,005+32.7% | $1,944+787.5% |