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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,302 | $59,456+6.5% | $93,669-32.4% | $74,429-15.0% |
| Participation rate | 50.0% | 59.6%-9.6pp | 68.7%-18.7pp | 67.2%-17.2pp |
| Annual return | 14.96% | 82.00%-67.0pp | 133.59%-118.6pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $1 | $1,266-99.9% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,873 | $3,052-5.9% | $4,416-34.9% | $4,348-33.9% |
| Admin fee / account holder | $6,245 | $3,026+106.4% | $8,291-24.7% | $1,944+221.2% |