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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 | $62,449 | $95,404-34.5% | $113,397-44.9% | $82,637-24.4% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.5%-10.7pp | 68.1%-2.3pp |
| Annual return | 14.00% | 19.08%-5.1pp | 23.20%-9.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $609 | $2,307-73.6% | $2,977-79.5% | $2,552-76.1% |
| Participant deferral / active EE | $4,503 | $4,220+6.7% | $5,076-11.3% | $4,126+9.1% |
| Admin fee / account holder | $1,949 | $9,168-78.7% | $11,957-83.7% | $7,339-73.4% |