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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 | $80,731+6.2% | $103,378-17.1% | $74,400+15.2% |
| Participation rate | 63.4% | 65.7%-2.2pp | 74.5%-11.1pp | 67.2%-3.8pp |
| Annual return | 16.87% | 27.56%-10.7pp | 24.91%-8.0pp | 1367.51%-1350.6pp |
| Employer contribution / active EE | $2,041 | $3,159-35.4% | $3,870-47.3% | $2,624-22.2% |
| Participant deferral / active EE | $4,470 | $3,862+15.8% | $5,058-11.6% | $4,348+2.8% |
| Admin fee / account holder | $7,729 | $2,369+226.2% | $8,401-8.0% | $1,944+297.7% |