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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 | $54,481 | $91,120-40.2% | $161,149-66.2% | $64,097-15.0% |
| Participation rate | 57.1% | 62.2%-5.1pp | 78.8%-21.7pp | 55.2%+2.0pp |
| Annual return | 12.43% | 17.95%-5.5pp | 21.16%-8.7pp | 34.64%-22.2pp |
| Employer contribution / active EE | $1,065 | $2,284-53.4% | $4,360-75.6% | $1,891-43.7% |
| Participant deferral / active EE | $1,949 | $3,708-47.4% | $6,153-68.3% | $3,080-36.7% |
| Admin fee / account holder | $7,695 | $4,535+69.7% | $15,194-49.4% | $3,454+122.8% |