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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 | $64,010+65.5% | $108,359-2.2% | $64,340+64.7% |
| Participation rate | 51.4% | 49.4%+2.0pp | 70.1%-18.7pp | 55.2%-3.8pp |
| Annual return | 13.26% | 19.74%-6.5pp | 36.89%-23.6pp | 24.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,767 | $2,395+57.3% | $4,137-8.9% | $2,980+26.4% |
| Admin fee / account holder | $13,102 | $4,885+168.2% | $9,741+34.5% | $3,703+253.9% |