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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 | $42,087 | $44,984-6.4% | $85,009-50.5% | $74,546-43.5% |
| Participation rate | 66.0% | 49.4%+16.6pp | 67.5%-1.5pp | 67.2%-1.3pp |
| Annual return | 15.94% | 26.25%-10.3pp | 66.47%-50.5pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $2,496 | $1,458+71.2% | $2,728-8.5% | $2,624-4.9% |
| Participant deferral / active EE | $3,694 | $2,733+35.2% | $4,522-18.3% | $4,347-15.0% |
| Admin fee / account holder | $15,057 | $2,208+581.9% | $6,153+144.7% | $1,944+674.7% |