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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 | $36,214 | $80,731-55.1% | $103,378-65.0% | $74,400-51.3% |
| Participation rate | 59.3% | 65.7%-6.4pp | 74.5%-15.2pp | 67.2%-7.9pp |
| Annual return | 11.18% | 27.56%-16.4pp | 24.91%-13.7pp | 1367.51%-1356.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,839 | $3,862-52.4% | $5,058-63.6% | $4,348-57.7% |
| Admin fee / account holder | $865 | $2,369-63.5% | $8,401-89.7% | $1,944-55.5% |