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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 | $30,445 | $55,472-45.1% | $155,567-80.4% | $74,546-59.2% |
| Participation rate | 54.8% | 61.9%-7.1pp | 78.2%-23.4pp | 67.2%-12.4pp |
| Annual return | 10.88% | 268.72%-257.8pp | 64.74%-53.9pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $931 | $2,269-59.0% | $4,674-80.1% | $2,624-64.5% |
| Participant deferral / active EE | $1,126 | $2,838-60.3% | $5,628-80.0% | $4,347-74.1% |
| Admin fee / account holder | $1,832 | $1,743+5.1% | $15,916-88.5% | $1,944-5.7% |