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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 | $31,779 | $81,262-60.9% | $155,602-79.6% | $80,911-60.7% |
| Participation rate | 61.7% | 66.2%-4.5pp | 78.2%-16.5pp | 67.6%-5.9pp |
| Annual return | 14.59% | 33.34%-18.8pp | 64.81%-50.2pp | 35.63%-21.0pp |
| Employer contribution / active EE | $544 | $3,102-82.5% | $4,675-88.4% | $2,756-80.3% |
| Participant deferral / active EE | $1,123 | $3,451-67.5% | $5,629-80.0% | $4,297-73.9% |
| Admin fee / account holder | $823 | $7,992-89.7% | $15,923-94.8% | $6,935-88.1% |