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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 | $28,347 | $50,919-44.3% | $155,556-81.8% | $77,762-63.5% |
| Participation rate | 32.1% | 63.1%-31.0pp | 78.2%-46.2pp | 70.6%-38.5pp |
| Annual return | 22.49% | 34.84%-12.3pp | 64.84%-42.3pp | 31.27%-8.8pp |
| Employer contribution / active EE | $366 | $1,991-81.6% | $4,675-92.2% | $2,728-86.6% |
| Participant deferral / active EE | $2,227 | $2,824-21.2% | $5,631-60.5% | $4,651-52.1% |
| Admin fee / account holder | $2,574 | $437+489.3% | $15,885-83.8% | $433+494.5% |