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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 | $33,745 | $66,004-48.9% | $81,820-58.8% | $77,714-56.6% |
| Participation rate | 29.4% | 65.8%-36.4pp | 72.4%-43.0pp | 70.6%-41.1pp |
| Annual return | 8.47% | 26.65%-18.2pp | 777.93%-769.5pp | 31.26%-22.8pp |
| Employer contribution / active EE | $752 | $2,375-68.3% | $2,915-74.2% | $2,727-72.4% |
| Participant deferral / active EE | $1,883 | $3,508-46.3% | $4,323-56.4% | $4,649-59.5% |
| Admin fee / account holder | $27,821 | $527+5180.5% | $7,391+276.4% | $433+6321.2% |