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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 | $101,262 | $45,043+124.8% | $85,063+19.0% | $74,400+36.1% |
| Participation rate | 54.9% | 49.4%+5.5pp | 67.5%-12.6pp | 67.2%-12.4pp |
| Annual return | 19.39% | 26.26%-6.9pp | 66.54%-47.1pp | 1367.51%-1348.1pp |
| Employer contribution / active EE | $2,636 | $1,458+80.9% | $2,727-3.3% | $2,624+0.5% |
| Participant deferral / active EE | $5,272 | $2,733+92.9% | $4,523+16.6% | $4,348+21.3% |
| Admin fee / account holder | $3,337 | $2,210+51.0% | $6,155-45.8% | $1,944+71.7% |