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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 | $119,071 | $55,437+114.8% | $155,534-23.4% | $74,459+59.9% |
| Participation rate | 55.0% | 61.9%-6.9pp | 78.2%-23.3pp | 67.2%-12.3pp |
| Annual return | 9.66% | 269.58%-259.9pp | 64.92%-55.3pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $4,821 | $2,266+112.8% | $4,675+3.1% | $2,626+83.6% |
| Participant deferral / active EE | $3,340 | $2,837+17.7% | $5,630-40.7% | $4,350-23.2% |
| Admin fee / account holder | $2,363 | $1,742+35.6% | $15,900-85.1% | $1,945+21.5% |