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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 | $53,652 | $59,467-9.8% | $93,727-42.8% | $74,478-28.0% |
| Participation rate | 42.6% | 59.6%-17.0pp | 68.7%-26.1pp | 67.2%-24.6pp |
| Annual return | 14.29% | 82.14%-67.8pp | 133.83%-119.5pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $262 | $1,267-79.3% | $2,421-89.2% | $2,626-90.0% |
| Participant deferral / active EE | $1,979 | $3,052-35.2% | $4,417-55.2% | $4,350-54.5% |
| Admin fee / account holder | $3,779 | $3,028+24.8% | $8,292-54.4% | $1,946+94.2% |