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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,375 | $52,450-0.1% | $129,384-59.5% | $74,459-29.7% |
| Participation rate | 46.7% | 53.8%-7.2pp | 69.6%-23.0pp | 67.2%-20.6pp |
| Annual return | 9.78% | 15.65%-5.9pp | 9461.77%-9452.0pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $496 | $1,532-67.6% | $4,153-88.0% | $2,626-81.1% |
| Participant deferral / active EE | $2,234 | $2,797-20.1% | $4,166-46.4% | $4,350-48.6% |
| Admin fee / account holder | $3,994 | $2,636+51.5% | $7,686-48.0% | $1,945+105.4% |