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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 | $68,406 | $81,446-16.0% | $103,374-33.8% | $80,874-15.4% |
| Participation rate | 64.5% | 66.9%-2.3pp | 74.5%-10.0pp | 67.6%-3.1pp |
| Annual return | 10.40% | 25.57%-15.2pp | 24.89%-14.5pp | 35.62%-25.2pp |
| Employer contribution / active EE | $3,655 | $3,107+17.6% | $3,869-5.5% | $2,756+32.6% |
| Participant deferral / active EE | $6,976 | $3,870+80.3% | $5,058+37.9% | $4,297+62.4% |
| Admin fee / account holder | $21,844 | $6,715+225.3% | $8,394+160.2% | $6,935+215.0% |