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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 | $41,597 | $59,467-30.0% | $93,727-55.6% | $74,478-44.1% |
| Participation rate | 69.9% | 59.6%+10.3pp | 68.7%+1.2pp | 67.2%+2.7pp |
| Annual return | 12.67% | 82.14%-69.5pp | 133.83%-121.2pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,461 | $3,052+13.4% | $4,417-21.7% | $4,350-20.5% |
| Admin fee / account holder | $818 | $3,028-73.0% | $8,292-90.1% | $1,946-58.0% |