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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 | $40,560 | $46,464-12.7% | $150,298-73.0% | $79,634-49.1% |
| Participation rate | 25.1% | 57.0%-31.8pp | 77.8%-52.6pp | 62.5%-37.3pp |
| Annual return | 14.99% | 27.89%-12.9pp | 62.79%-47.8pp | 36.46%-21.5pp |
| Employer contribution / active EE | $122 | $1,512-92.0% | $4,154-97.1% | $2,529-95.2% |
| Participant deferral / active EE | $1,020 | $2,157-52.7% | $5,453-81.3% | $3,835-73.4% |
| Admin fee / account holder | $2,774 | $891+211.5% | $14,116-80.3% | $1,002+176.9% |