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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $216,680 | $85,515+153.4% | $112,040+93.4% | $67,986+218.7% |
| Participation rate | 0.0% | 68.2%-68.2pp | 76.5%-76.5pp | 57.2%-57.2pp |
| Annual return | 8.52% | 29.68%-21.2pp | 24.52%-16.0pp | 31.67%-23.1pp |
| Employer contribution / active EE | $2,839 | $2,191+29.6% | $2,954-3.9% | $2,019+40.6% |
| Participant deferral / active EE | $11,657 | $4,014+190.4% | $5,098+128.7% | $3,358+247.1% |
| Admin fee / account holder | $28,525 | $3,774+655.9% | $12,098+135.8% | $3,203+790.5% |