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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 | $40,838 | $50,902-19.8% | $155,534-73.7% | $77,736-47.5% |
| Participation rate | 35.1% | 63.1%-28.0pp | 78.2%-43.1pp | 70.6%-35.5pp |
| Annual return | 155.86% | 34.85%+121.0pp | 64.92%+90.9pp | 31.26%+124.6pp |
| Employer contribution / active EE | $465 | $1,991-76.7% | $4,675-90.1% | $2,728-83.0% |
| Participant deferral / active EE | $902 | $2,824-68.1% | $5,630-84.0% | $4,651-80.6% |
| Admin fee / account holder | $769 | $437+75.9% | $15,900-95.2% | $433+77.4% |