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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,919 | $92,076+8.5% | $105,607-5.4% | $77,736+28.5% |
| Participation rate | 42.5% | 81.0%-38.5pp | 75.3%-32.7pp | 70.6%-28.0pp |
| Annual return | 169.71% | 17.84%+151.9pp | 116.11%+53.6pp | 31.26%+138.4pp |
| Employer contribution / active EE | $1,055 | $3,370-68.7% | $3,167-66.7% | $2,728-61.3% |
| Participant deferral / active EE | $1,998 | $5,390-62.9% | $5,011-60.1% | $4,651-57.0% |
| Admin fee / account holder | $3,731 | $219+1603.9% | $10,958-66.0% | $433+760.9% |