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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 | $29,859 | $89,225-66.5% | $135,987-78.0% | $74,429-59.9% |
| Participation rate | 48.7% | 69.4%-20.8pp | 76.4%-27.8pp | 67.2%-18.5pp |
| Annual return | 141.81% | 22.76%+119.0pp | 580.01%-438.2pp | 1368.38%-1226.6pp |
| Employer contribution / active EE | $1,189 | $2,816-57.8% | $4,214-71.8% | $2,625-54.7% |
| Participant deferral / active EE | $2,508 | $4,597-45.4% | $7,027-64.3% | $4,348-42.3% |
| Admin fee / account holder | $1,451 | $1,545-6.1% | $6,716-78.4% | $1,944-25.3% |