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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 | $24,700 | $44,984-45.1% | $85,009-70.9% | $74,546-66.9% |
| Participation rate | 53.1% | 49.4%+3.7pp | 67.5%-14.4pp | 67.2%-14.1pp |
| Annual return | 10.67% | 26.25%-15.6pp | 66.47%-55.8pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $1,099 | $1,458-24.6% | $2,728-59.7% | $2,624-58.1% |
| Participant deferral / active EE | $2,034 | $2,733-25.6% | $4,522-55.0% | $4,347-53.2% |
| Admin fee / account holder | $5,614 | $2,208+154.2% | $6,153-8.8% | $1,944+188.8% |