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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $109,307 | $122,042-10.4% | $184,243-40.7% | $74,429+46.9% |
| Participation rate | 67.0% | 85.5%-18.5pp | 86.8%-19.8pp | 67.2%-0.2pp |
| Annual return | 20.23% | 19.91%+0.3pp | 28.82%-8.6pp | 1368.38%-1348.2pp |
| Employer contribution / active EE | $0 | $4,538-100.0% | $6,427-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $14,198 | $7,143+98.8% | $9,132+55.5% | $4,348+226.5% |
| Admin fee / account holder | $7,244 | $1,252+478.6% | $13,914-47.9% | $1,944+272.6% |