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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 | $135,490 | $74,661+81.5% | $160,784-15.7% | $67,986+99.3% |
| Participation rate | 46.6% | 57.1%-10.5pp | 77.0%-30.3pp | 57.2%-10.6pp |
| Annual return | 13.49% | 28.83%-15.3pp | 1803.92%-1790.4pp | 31.67%-18.2pp |
| Employer contribution / active EE | $774 | $1,829-57.7% | $3,733-79.3% | $2,019-61.7% |
| Participant deferral / active EE | $3,220 | $3,681-12.5% | $6,293-48.8% | $3,358-4.1% |
| Admin fee / account holder | $4,559 | $3,959+15.2% | $9,717-53.1% | $3,203+42.3% |