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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 | $22,662 | $81,358-72.1% | $155,556-85.4% | $80,959-72.0% |
| Participation rate | 63.9% | 66.3%-2.4pp | 78.2%-14.4pp | 67.7%-3.8pp |
| Annual return | 21.51% | 33.39%-11.9pp | 64.84%-43.3pp | 35.67%-14.2pp |
| Employer contribution / active EE | $1,503 | $3,106-51.6% | $4,675-67.8% | $2,757-45.5% |
| Participant deferral / active EE | $2,184 | $3,455-36.8% | $5,631-61.2% | $4,300-49.2% |
| Admin fee / account holder | $363 | $7,994-95.5% | $15,885-97.7% | $6,925-94.8% |