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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 | $81,476-16.0% | $102,383-33.2% | $80,925-15.5% |
| Participation rate | 64.5% | 66.8%-2.3pp | 74.5%-10.0pp | 67.7%-3.1pp |
| Annual return | 10.40% | 25.59%-15.2pp | 24.94%-14.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $3,655 | $3,105+17.7% | $3,870-5.6% | $2,756+32.6% |
| Participant deferral / active EE | $6,976 | $3,871+80.2% | $5,060+37.9% | $4,299+62.3% |
| Admin fee / account holder | $21,844 | $6,717+225.2% | $8,391+160.3% | $6,940+214.7% |