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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,671 | $79,209+20.8% | $102,434-6.6% | $74,459+28.5% |
| Participation rate | 48.1% | 74.8%-26.7pp | 76.5%-28.4pp | 67.2%-19.1pp |
| Annual return | 16.49% | 54.98%-38.5pp | 29.46%-13.0pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $376 | $2,362-84.1% | $3,023-87.6% | $2,626-85.7% |
| Participant deferral / active EE | $3,471 | $4,417-21.4% | $5,055-31.3% | $4,350-20.2% |
| Admin fee / account holder | $4,482 | $2,002+123.9% | $9,462-52.6% | $1,945+130.5% |