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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 | $69,402 | $55,446+25.2% | $155,574-55.4% | $74,429-6.8% |
| Participation rate | 68.4% | 61.9%+6.5pp | 78.2%-9.8pp | 67.2%+1.2pp |
| Annual return | 15.10% | 269.20%-254.1pp | 64.87%-49.8pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $1,908 | $2,266-15.8% | $4,676-59.2% | $2,625-27.3% |
| Participant deferral / active EE | $3,524 | $2,836+24.2% | $5,629-37.4% | $4,348-19.0% |
| Admin fee / account holder | $7,067 | $1,743+305.5% | $15,914-55.6% | $1,944+263.5% |