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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 | $65,977 | $101,591-35.1% | $147,096-55.1% | $74,429-11.4% |
| Participation rate | 52.0% | 75.5%-23.5pp | 82.2%-30.2pp | 67.2%-15.2pp |
| Annual return | 13.55% | 8746.45%-8732.9pp | 419.75%-406.2pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,924 | $7,302-46.3% | $8,071-51.4% | $4,348-9.8% |
| Admin fee / account holder | $7,952 | $1,750+354.4% | $13,005-38.9% | $1,944+309.0% |