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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 | $46,531 | $30,423+52.9% | $56,025-16.9% | $74,478-37.5% |
| Participation rate | 50.8% | 32.9%+17.9pp | 52.5%-1.7pp | 67.2%-16.4pp |
| Annual return | 9.46% | 24.97%-15.5pp | 1712.69%-1703.2pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $567 | $610-7.1% | $1,042-45.6% | $2,626-78.4% |
| Participant deferral / active EE | $3,633 | $1,176+208.9% | $1,955+85.9% | $4,350-16.5% |
| Admin fee / account holder | $4,756 | $2,363+101.3% | $2,828+68.2% | $1,946+144.4% |