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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 | $34,896 | $79,223-56.0% | $102,460-65.9% | $74,478-53.1% |
| Participation rate | 48.3% | 74.8%-26.5pp | 76.5%-28.2pp | 67.2%-19.0pp |
| Annual return | 26.88% | 54.98%-28.1pp | 29.47%-2.6pp | 1370.56%-1343.7pp |
| Employer contribution / active EE | $1,486 | $2,363-37.1% | $3,025-50.9% | $2,626-43.4% |
| Participant deferral / active EE | $2,473 | $4,417-44.0% | $5,056-51.1% | $4,350-43.2% |
| Admin fee / account holder | $6,928 | $2,003+245.8% | $9,460-26.8% | $1,946+256.0% |