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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 | $88,449 | $79,223+11.6% | $102,460-13.7% | $74,478+18.8% |
| Participation rate | 44.6% | 74.8%-30.2pp | 76.5%-31.9pp | 67.2%-22.7pp |
| Annual return | 9.19% | 54.98%-45.8pp | 29.47%-20.3pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $1,196 | $2,363-49.4% | $3,025-60.4% | $2,626-54.4% |
| Participant deferral / active EE | $3,439 | $4,417-22.1% | $5,056-32.0% | $4,350-20.9% |
| Admin fee / account holder | $6,168 | $2,003+207.9% | $9,460-34.8% | $1,946+217.0% |