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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 | $30,168 | $99,957-69.8% | $149,730-79.9% | $73,493-59.0% |
| Participation rate | 56.2% | 75.7%-19.5pp | 82.5%-26.3pp | 70.7%-14.5pp |
| Annual return | 30.88% | 53.87%-23.0pp | 276.70%-245.8pp | 28.51%+2.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,077 | $6,073-16.4% | $6,843-25.8% | $3,740+35.7% |
| Admin fee / account holder | $3,342 | $551+506.8% | $9,310-64.1% | $513+551.3% |