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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 | $63,018 | $82,979-24.1% | $102,412-38.5% | $77,736-18.9% |
| Participation rate | 65.5% | 71.5%-6.0pp | 74.5%-9.0pp | 70.6%-5.1pp |
| Annual return | 46.15% | 19.11%+27.0pp | 24.94%+21.2pp | 31.26%+14.9pp |
| Employer contribution / active EE | $1,399 | $3,554-60.6% | $3,870-63.9% | $2,728-48.7% |
| Participant deferral / active EE | $4,135 | $4,109+0.6% | $5,060-18.3% | $4,651-11.1% |
| Admin fee / account holder | $1,275 | $639+99.7% | $8,388-84.8% | $433+194.4% |