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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 | $95,084+127.9% | $140,514+54.2% | $69,733+210.7% |
| Participation rate | 0.0% | 68.7%-68.7pp | 77.8%-77.8pp | 62.5%-62.5pp |
| Annual return | 8.52% | 18.56%-10.0pp | 14.36%-5.8pp | 15.22%-6.7pp |
| Employer contribution / active EE | $2,839 | $2,405+18.0% | $3,378-16.0% | $2,250+26.1% |
| Participant deferral / active EE | $11,657 | $3,868+201.4% | $4,919+137.0% | $3,054+281.6% |
| Admin fee / account holder | $28,525 | $4,885+484.0% | $13,697+108.3% | $3,102+819.6% |