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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,191 | $69,511-46.5% | $94,672-60.7% | $71,529-48.0% |
| Participation rate | 42.9% | 78.4%-35.5pp | 80.8%-37.9pp | 67.9%-25.0pp |
| Annual return | 19.67% | 29.67%-10.0pp | 156.89%-137.2pp | 28.97%-9.3pp |
| Employer contribution / active EE | $896 | $2,853-68.6% | $3,673-75.6% | $2,590-65.4% |
| Participant deferral / active EE | $2,365 | $7,348-67.8% | $7,417-68.1% | $4,291-44.9% |
| Admin fee / account holder | $4,583 | $1,211+278.5% | $7,222-36.5% | $1,588+188.5% |