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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 | $55,213 | $82,979-33.5% | $102,383-46.1% | $77,714-29.0% |
| Participation rate | 36.4% | 71.5%-35.2pp | 74.5%-38.1pp | 70.6%-34.2pp |
| Annual return | 19.43% | 19.11%+0.3pp | 24.94%-5.5pp | 31.26%-11.8pp |
| Employer contribution / active EE | $1,297 | $3,554-63.5% | $3,870-66.5% | $2,727-52.4% |
| Participant deferral / active EE | $2,424 | $4,109-41.0% | $5,060-52.1% | $4,649-47.9% |
| Admin fee / account holder | $4,441 | $639+595.5% | $8,391-47.1% | $433+925.1% |