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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 | $93,308 | $61,356+52.1% | $149,696-37.7% | $71,511+30.5% |
| Participation rate | 42.1% | 62.5%-20.5pp | 78.8%-36.7pp | 67.9%-25.9pp |
| Annual return | 22.29% | 35.86%-13.6pp | 134.46%-112.2pp | 28.86%-6.6pp |
| Employer contribution / active EE | $674 | $2,382-71.7% | $4,821-86.0% | $2,589-74.0% |
| Participant deferral / active EE | $6,831 | $2,920+134.0% | $5,682+20.2% | $4,291+59.2% |
| Admin fee / account holder | $7,579 | $1,263+500.0% | $13,212-42.6% | $1,588+377.1% |