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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 | $49,533 | $86,949-43.0% | $102,460-51.7% | $80,959-38.8% |
| Participation rate | 64.4% | 72.4%-8.0pp | 76.5%-12.1pp | 67.7%-3.3pp |
| Annual return | 3.91% | 18.89%-15.0pp | 29.47%-25.6pp | 35.67%-31.8pp |
| Employer contribution / active EE | $6,147 | $2,370+159.4% | $3,025+103.2% | $2,757+123.0% |
| Participant deferral / active EE | $14,382 | $4,121+249.0% | $5,056+184.4% | $4,300+234.4% |
| Admin fee / account holder | $9,182 | $8,048+14.1% | $9,460-2.9% | $6,925+32.6% |