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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 | $42,909-5.5% | $152,093-73.3% | $71,012-42.9% |
| Participation rate | 25.1% | 54.7%-29.5pp | 77.8%-52.6pp | 58.6%-33.4pp |
| Annual return | 14.99% | 30.57%-15.6pp | 66.36%-51.4pp | 37.67%-22.7pp |
| Employer contribution / active EE | $122 | $1,369-91.1% | $4,175-97.1% | $2,348-94.8% |
| Participant deferral / active EE | $1,020 | $1,904-46.4% | $5,451-81.3% | $3,246-68.6% |
| Admin fee / account holder | $2,774 | $1,014+173.6% | $14,497-80.9% | $1,167+137.7% |