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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 | $78,097 | $64,890+20.4% | $134,172-41.8% | $67,986+14.9% |
| Participation rate | 66.9% | 48.5%+18.4pp | 72.5%-5.6pp | 57.2%+9.7pp |
| Annual return | 35.82% | 16.12%+19.7pp | 25.30%+10.5pp | 31.67%+4.2pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $3,420-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,552 | $2,289+55.2% | $4,690-24.3% | $3,358+5.8% |
| Admin fee / account holder | $4,983 | $3,140+58.7% | $12,016-58.5% | $3,203+55.6% |