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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 | $58,822 | $58,911-0.2% | $129,384-54.5% | $77,736-24.3% |
| Participation rate | 26.0% | 59.4%-33.4pp | 69.6%-43.6pp | 70.6%-44.6pp |
| Annual return | 15.90% | 24.75%-8.8pp | 9461.77%-9445.9pp | 31.26%-15.4pp |
| Employer contribution / active EE | $450 | $1,955-77.0% | $4,153-89.2% | $2,728-83.5% |
| Participant deferral / active EE | $1,052 | $3,220-67.3% | $4,166-74.8% | $4,651-77.4% |
| Admin fee / account holder | $1,558 | $592+163.4% | $7,686-79.7% | $433+259.6% |