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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 | $95,453-34.6% | $112,040-44.3% | $82,448-24.3% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.5%-10.7pp | 68.1%-2.3pp |
| Annual return | 14.00% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $609 | $2,318-73.7% | $2,954-79.4% | $2,551-76.1% |
| Participant deferral / active EE | $4,503 | $4,224+6.6% | $5,098-11.7% | $4,139+8.8% |
| Admin fee / account holder | $1,949 | $9,013-78.4% | $12,098-83.9% | $7,234-73.1% |