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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 | $35,735 | $55,458-35.6% | $76,030-53.0% | $77,762-54.0% |
| Participation rate | 31.3% | 63.6%-32.3pp | 69.1%-37.7pp | 70.6%-39.3pp |
| Annual return | 70.07% | 17.10%+53.0pp | 361.54%-291.5pp | 31.27%+38.8pp |
| Employer contribution / active EE | $695 | $1,792-61.2% | $2,688-74.2% | $2,728-74.5% |
| Participant deferral / active EE | $1,376 | $3,454-60.2% | $4,257-67.7% | $4,651-70.4% |
| Admin fee / account holder | $10,947 | $411+2564.4% | $6,421+70.5% | $433+2428.9% |