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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 | $47,823 | $101,653-53.0% | $147,080-67.5% | $74,459-35.8% |
| Participation rate | 63.9% | 75.6%-11.7pp | 82.2%-18.3pp | 67.2%-3.3pp |
| Annual return | 12.74% | 8754.98%-8742.2pp | 420.17%-407.4pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $2,366 | $3,813-37.9% | $4,933-52.0% | $2,626-9.9% |
| Participant deferral / active EE | $5,278 | $7,304-27.7% | $8,066-34.6% | $4,350+21.4% |
| Admin fee / account holder | $9,843 | $1,752+462.0% | $12,989-24.2% | $1,945+406.1% |