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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 | $39,216 | $52,450-25.2% | $129,397-69.7% | $74,429-47.3% |
| Participation rate | 29.3% | 53.8%-24.6pp | 69.6%-40.4pp | 67.2%-37.9pp |
| Annual return | 12.98% | 15.65%-2.7pp | 9453.98%-9441.0pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $555 | $1,532-63.8% | $4,154-86.6% | $2,625-78.9% |
| Participant deferral / active EE | $2,470 | $2,797-11.7% | $4,167-40.7% | $4,348-43.2% |
| Admin fee / account holder | $7,046 | $2,636+167.3% | $7,679-8.2% | $1,944+262.4% |