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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 | $57,230 | $101,499-43.6% | $147,005-61.1% | $74,546-23.2% |
| Participation rate | 66.7% | 75.5%-8.9pp | 82.2%-15.5pp | 67.2%-0.5pp |
| Annual return | -0.25% | 8732.34%-8732.6pp | 418.76%-419.0pp | 1366.03%-1366.3pp |
| Employer contribution / active EE | $3,302 | $3,811-13.4% | $4,934-33.1% | $2,624+25.8% |
| Participant deferral / active EE | $5,229 | $7,304-28.4% | $8,070-35.2% | $4,347+20.3% |
| Admin fee / account holder | $564 | $1,748-67.7% | $13,006-95.7% | $1,944-71.0% |