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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 | $33,243 | $45,123-26.3% | $85,240-61.0% | $74,478-55.4% |
| Participation rate | 49.3% | 49.4%-0.1pp | 67.5%-18.2pp | 67.2%-17.9pp |
| Annual return | 26.18% | 26.32%-0.1pp | 66.75%-40.6pp | 1370.56%-1344.4pp |
| Employer contribution / active EE | $1,997 | $1,459+36.9% | $2,735-27.0% | $2,626-24.0% |
| Participant deferral / active EE | $3,728 | $2,736+36.2% | $4,527-17.7% | $4,350-14.3% |
| Admin fee / account holder | $1,009 | $2,215-54.4% | $6,165-83.6% | $1,946-48.1% |