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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 | $175,557 | $128,603+36.5% | $197,124-10.9% | $67,986+158.2% |
| Participation rate | 69.4% | 81.7%-12.3pp | 86.7%-17.4pp | 57.2%+12.1pp |
| Annual return | 18.25% | 23.77%-5.5pp | 44.34%-26.1pp | 31.67%-13.4pp |
| Employer contribution / active EE | $1,259 | $4,379-71.2% | $6,227-79.8% | $2,019-37.6% |
| Participant deferral / active EE | $7,013 | $6,840+2.5% | $9,135-23.2% | $3,358+108.8% |
| Admin fee / account holder | $8,184 | $3,035+169.7% | $16,298-49.8% | $3,203+155.5% |