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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 | $96,824 | $101,672-4.8% | $147,117-34.2% | $74,478+30.0% |
| Participation rate | 63.8% | 75.5%-11.7pp | 82.2%-18.3pp | 67.2%-3.4pp |
| Annual return | 30.06% | 8757.83%-8727.8pp | 420.54%-390.5pp | 1370.56%-1340.5pp |
| Employer contribution / active EE | $1,404 | $3,813-63.2% | $4,932-71.5% | $2,626-46.5% |
| Participant deferral / active EE | $5,445 | $7,305-25.5% | $8,065-32.5% | $4,350+25.2% |
| Admin fee / account holder | $9,246 | $1,753+427.4% | $12,993-28.8% | $1,946+375.2% |