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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 | $62,614 | $80,731-22.4% | $103,374-39.4% | $74,546-16.0% |
| Participation rate | 41.4% | 65.7%-24.2pp | 74.5%-33.1pp | 67.2%-25.8pp |
| Annual return | 6.41% | 27.56%-21.2pp | 24.89%-18.5pp | 1366.03%-1359.6pp |
| Employer contribution / active EE | $1,901 | $3,158-39.8% | $3,869-50.9% | $2,624-27.6% |
| Participant deferral / active EE | $3,389 | $3,860-12.2% | $5,058-33.0% | $4,347-22.0% |
| Admin fee / account holder | $3,259 | $2,369+37.6% | $8,394-61.2% | $1,944+67.7% |