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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 | $69,719 | $51,244+36.1% | $80,977-13.9% | $55,167+26.4% |
| Participation rate | 59.7% | 71.7%-12.0pp | 75.8%-16.1pp | 69.0%-9.3pp |
| Annual return | 24.98% | 17.39%+7.6pp | 17.11%+7.9pp | 169.23%-144.2pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $9,925 | $4,418+124.7% | $5,696+74.2% | $3,054+225.0% |
| Admin fee / account holder | $5,875 | $398+1375.9% | $5,517+6.5% | $504+1065.9% |