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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,518 | $76,696-40.7% | $96,515-52.8% | $71,511-36.3% |
| Participation rate | 48.9% | 66.6%-17.7pp | 74.3%-25.5pp | 67.9%-19.0pp |
| Annual return | 16.45% | 48.32%-31.9pp | 35.73%-19.3pp | 28.86%-12.4pp |
| Employer contribution / active EE | $458 | $3,032-84.9% | $3,740-87.7% | $2,589-82.3% |
| Participant deferral / active EE | $1,847 | $3,770-51.0% | $4,880-62.1% | $4,291-56.9% |
| Admin fee / account holder | $2,075 | $2,030+2.2% | $6,735-69.2% | $1,588+30.6% |