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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 | $53,567 | $52,450+2.1% | $129,397-58.6% | $74,429-28.0% |
| Participation rate | 32.7% | 53.8%-21.2pp | 69.6%-37.0pp | 67.2%-34.6pp |
| Annual return | 14.25% | 15.65%-1.4pp | 9453.98%-9439.7pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $809 | $1,532-47.2% | $4,154-80.5% | $2,625-69.2% |
| Participant deferral / active EE | $1,913 | $2,797-31.6% | $4,167-54.1% | $4,348-56.0% |
| Admin fee / account holder | $7,207 | $2,636+173.4% | $7,679-6.1% | $1,944+270.7% |