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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $32,001 | $55,458-42.3% | $76,030-57.9% | $77,762-58.8% |
| Participation rate | 28.5% | 63.6%-35.1pp | 69.1%-40.6pp | 70.6%-42.1pp |
| Annual return | 11.88% | 17.10%-5.2pp | 361.54%-349.7pp | 31.27%-19.4pp |
| Employer contribution / active EE | $447 | $1,792-75.1% | $2,688-83.4% | $2,728-83.6% |
| Participant deferral / active EE | $1,515 | $3,454-56.1% | $4,257-64.4% | $4,651-67.4% |
| Admin fee / account holder | $3,277 | $411+697.6% | $6,421-49.0% | $433+657.0% |