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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 | $59,456-9.8% | $93,669-42.7% | $74,429-27.9% |
| Participation rate | 42.6% | 59.6%-17.0pp | 68.7%-26.1pp | 67.2%-24.6pp |
| Annual return | 14.29% | 82.00%-67.7pp | 133.59%-119.3pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $262 | $1,266-79.3% | $2,424-89.2% | $2,625-90.0% |
| Participant deferral / active EE | $1,979 | $3,052-35.2% | $4,416-55.2% | $4,348-54.5% |
| Admin fee / account holder | $3,779 | $3,026+24.9% | $8,291-54.4% | $1,944+94.4% |