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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 | $97,511 | $68,607+42.1% | $147,027-33.7% | $64,340+51.6% |
| Participation rate | 47.1% | 50.4%-3.4pp | 73.7%-26.7pp | 55.2%-8.2pp |
| Annual return | 9.61% | 13.75%-4.1pp | 20.23%-10.6pp | 24.14%-14.5pp |
| Employer contribution / active EE | $1,507 | $1,554-3.0% | $3,626-58.4% | $1,862-19.0% |
| Participant deferral / active EE | $2,717 | $2,402+13.1% | $4,933-44.9% | $2,980-8.8% |
| Admin fee / account holder | $6,127 | $3,287+86.4% | $12,223-49.9% | $3,703+65.5% |