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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 | $50,738 | $73,397-30.9% | $178,014-71.5% | $74,546-31.9% |
| Participation rate | 53.4% | 66.6%-13.2pp | 77.1%-23.7pp | 67.2%-13.8pp |
| Annual return | 118.18% | 17.49%+100.7pp | 294.80%-176.6pp | 1366.03%-1247.9pp |
| Employer contribution / active EE | $2,428 | $2,217+9.5% | $3,950-38.5% | $2,624-7.5% |
| Participant deferral / active EE | $2,638 | $4,512-41.5% | $6,276-58.0% | $4,347-39.3% |
| Admin fee / account holder | $6,268 | $1,809+246.5% | $10,362-39.5% | $1,944+222.5% |