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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 | $158,040 | $91,760+72.2% | $156,181+1.2% | $67,986+132.5% |
| Participation rate | 50.3% | 65.0%-14.7pp | 78.8%-28.5pp | 57.2%-6.9pp |
| Annual return | 16.11% | 18.14%-2.0pp | 64.87%-48.8pp | 31.67%-15.6pp |
| Employer contribution / active EE | $583 | $2,419-75.9% | $4,294-86.4% | $2,019-71.1% |
| Participant deferral / active EE | $6,183 | $3,960+56.1% | $6,132+0.8% | $3,358+84.1% |
| Admin fee / account holder | $3,629 | $3,949-8.1% | $14,586-75.1% | $3,203+13.3% |