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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 | $53,576 | $29,546+81.3% | $56,441-5.1% | $77,671-31.0% |
| Participation rate | 11.9% | 32.7%-20.7pp | 52.5%-40.6pp | 70.6%-58.6pp |
| Annual return | 12.46% | 19.01%-6.6pp | 1704.21%-1691.8pp | 31.21%-18.8pp |
| Employer contribution / active EE | $288 | $568-49.3% | $1,039-72.3% | $2,726-89.4% |
| Participant deferral / active EE | $605 | $1,061-43.0% | $1,953-69.0% | $4,648-87.0% |
| Admin fee / account holder | $1,819 | $1,046+73.9% | $2,829-35.7% | $430+322.6% |