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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 | $85,316 | $80,674+5.8% | $119,126-28.4% | $64,340+32.6% |
| Participation rate | 43.1% | 55.2%-12.1pp | 75.8%-32.6pp | 55.2%-12.1pp |
| Annual return | 15.37% | 26.86%-11.5pp | 282.11%-266.7pp | 24.14%-8.8pp |
| Employer contribution / active EE | $144 | $2,564-94.4% | $4,034-96.4% | $1,862-92.3% |
| Participant deferral / active EE | $1,851 | $3,053-39.4% | $5,318-65.2% | $2,980-37.9% |
| Admin fee / account holder | $1,812 | $4,559-60.3% | $10,693-83.1% | $3,703-51.1% |