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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 | $83,843+1.8% | $123,973-31.2% | $65,306+30.6% |
| Participation rate | 43.1% | 56.0%-12.8pp | 76.7%-33.5pp | 57.7%-14.5pp |
| Annual return | 15.37% | 19.87%-4.5pp | 388.13%-372.8pp | 21.94%-6.6pp |
| Employer contribution / active EE | $144 | $2,873-95.0% | $4,126-96.5% | $1,967-92.7% |
| Participant deferral / active EE | $1,851 | $2,997-38.2% | $5,247-64.7% | $2,959-37.5% |
| Admin fee / account holder | $1,812 | $4,735-61.7% | $11,799-84.6% | $3,480-47.9% |