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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 | $105,965 | $65,246+62.4% | $98,716+7.3% | $67,986+55.9% |
| Participation rate | 51.4% | 51.4%0pp | 69.3%-17.9pp | 57.2%-5.8pp |
| Annual return | 13.26% | 20.58%-7.3pp | 31.81%-18.5pp | 31.67%-18.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,767 | $2,594+45.2% | $4,048-6.9% | $3,358+12.2% |
| Admin fee / account holder | $13,102 | $4,561+187.3% | $8,703+50.5% | $3,203+309.0% |