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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 | $5,149 | $30,421-83.1% | $56,077-90.8% | $74,429-93.1% |
| Participation rate | 38.1% | 32.9%+5.2pp | 52.5%-14.4pp | 67.2%-29.1pp |
| Annual return | 12.39% | 24.94%-12.6pp | 1709.28%-1696.9pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $644 | $610+5.6% | $1,040-38.1% | $2,625-75.5% |
| Participant deferral / active EE | $811 | $1,175-31.0% | $1,954-58.5% | $4,348-81.4% |
| Admin fee / account holder | $1,431 | $2,363-39.4% | $2,825-49.3% | $1,944-26.4% |