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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 | $28,510 | $80,753-64.7% | $136,298-79.1% | $62,293-54.2% |
| Participation rate | 43.2% | 73.5%-30.3pp | 81.9%-38.7pp | 69.5%-26.3pp |
| Annual return | 50.43% | 35.83%+14.6pp | 5156.27%-5105.8pp | 28.90%+21.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,587 | $5,164-49.9% | $6,247-58.6% | $3,169-18.4% |
| Admin fee / account holder | $1,273 | $525+142.4% | $9,244-86.2% | $479+165.7% |