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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 | $81,172 | $79,209+2.5% | $102,434-20.8% | $74,459+9.0% |
| Participation rate | 60.5% | 74.8%-14.3pp | 76.5%-16.0pp | 67.2%-6.7pp |
| Annual return | 12.32% | 54.98%-42.7pp | 29.46%-17.1pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $1,370 | $2,362-42.0% | $3,023-54.7% | $2,626-47.8% |
| Participant deferral / active EE | $3,929 | $4,417-11.1% | $5,055-22.3% | $4,350-9.7% |
| Admin fee / account holder | $7,378 | $2,002+268.6% | $9,462-22.0% | $1,945+279.4% |