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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 | $52,819 | $86,655-39.0% | $119,608-55.8% | $66,930-21.1% |
| Participation rate | 69.9% | 75.6%-5.6pp | 79.3%-9.3pp | 69.8%+0.1pp |
| Annual return | -27.88% | -8.00%-19.9pp | -14.98%-12.9pp | 1.57%-29.5pp |
| Employer contribution / active EE | $3,407 | $2,536+34.3% | $4,232-19.5% | $2,545+33.9% |
| Participant deferral / active EE | $6,616 | $4,358+51.8% | $5,601+18.1% | $4,238+56.1% |
| Admin fee / account holder | $352 | $755-53.4% | $10,326-96.6% | $593-40.7% |