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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,230 | $54,674+6.5% | $76,089-23.5% | $74,429-21.8% |
| Participation rate | 67.3% | 60.3%+6.9pp | 69.1%-1.8pp | 67.2%+0.1pp |
| Annual return | 9.97% | 31.89%-21.9pp | 360.94%-351.0pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $1,114 | $1,781-37.4% | $2,690-58.6% | $2,625-57.6% |
| Participant deferral / active EE | $2,796 | $3,071-9.0% | $4,259-34.4% | $4,348-35.7% |
| Admin fee / account holder | $8,684 | $2,238+288.1% | $6,418+35.3% | $1,944+346.6% |