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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 | $25,509 | $65,946-61.3% | $81,783-68.8% | $77,671-67.2% |
| Participation rate | 45.8% | 65.8%-20.0pp | 72.4%-26.5pp | 70.6%-24.8pp |
| Annual return | 31.14% | 26.65%+4.5pp | 775.05%-743.9pp | 31.21%-0.1pp |
| Employer contribution / active EE | $349 | $2,371-85.3% | $2,913-88.0% | $2,726-87.2% |
| Participant deferral / active EE | $1,118 | $3,507-68.1% | $4,320-74.1% | $4,648-75.9% |
| Admin fee / account holder | $4,229 | $527+702.7% | $7,380-42.7% | $430+882.6% |