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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 | $71,316 | $101,591-29.8% | $147,096-51.5% | $74,429-4.2% |
| Participation rate | 57.5% | 75.5%-18.0pp | 82.2%-24.7pp | 67.2%-9.7pp |
| Annual return | 13.96% | 8746.45%-8732.5pp | 419.75%-405.8pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $3,149 | $3,813-17.4% | $4,936-36.2% | $2,625+20.0% |
| Participant deferral / active EE | $6,222 | $7,302-14.8% | $8,071-22.9% | $4,348+43.1% |
| Admin fee / account holder | $5,576 | $1,750+218.6% | $13,005-57.1% | $1,944+186.8% |