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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 | $85,720 | $80,781+6.1% | $102,437-16.3% | $74,478+15.1% |
| Participation rate | 63.4% | 65.7%-2.2pp | 74.5%-11.1pp | 67.2%-3.8pp |
| Annual return | 16.87% | 27.58%-10.7pp | 24.95%-8.1pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $2,041 | $3,160-35.4% | $3,871-47.3% | $2,626-22.3% |
| Participant deferral / active EE | $4,470 | $3,862+15.7% | $5,060-11.7% | $4,350+2.8% |
| Admin fee / account holder | $7,729 | $2,372+225.8% | $8,388-7.9% | $1,946+297.2% |