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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 | $20,583 | $55,437-62.9% | $155,534-86.8% | $74,459-72.4% |
| Participation rate | 40.5% | 61.9%-21.4pp | 78.2%-37.7pp | 67.2%-26.7pp |
| Annual return | 17.25% | 269.58%-252.3pp | 64.92%-47.7pp | 1369.70%-1352.5pp |
| Employer contribution / active EE | $1,423 | $2,266-37.2% | $4,675-69.6% | $2,626-45.8% |
| Participant deferral / active EE | $3,250 | $2,837+14.6% | $5,630-42.3% | $4,350-25.3% |
| Admin fee / account holder | $1,642 | $1,742-5.8% | $15,900-89.7% | $1,945-15.6% |