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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 | $60,124 | $55,437+8.5% | $155,534-61.3% | $74,459-19.3% |
| Participation rate | 57.9% | 61.9%-4.0pp | 78.2%-20.3pp | 67.2%-9.3pp |
| Annual return | 12.78% | 269.58%-256.8pp | 64.92%-52.1pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $3,317 | $2,266+46.4% | $4,675-29.0% | $2,626+26.3% |
| Participant deferral / active EE | $3,373 | $2,837+18.9% | $5,630-40.1% | $4,350-22.4% |
| Admin fee / account holder | $2,840 | $1,742+63.0% | $15,900-82.1% | $1,945+46.0% |