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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 | $65,960 | $67,594-2.4% | $77,361-14.7% | $69,733-5.4% |
| Participation rate | 34.0% | 71.7%-37.7pp | 75.0%-41.0pp | 62.5%-28.4pp |
| Annual return | 13.29% | 19.20%-5.9pp | 1011.54%-998.3pp | 15.22%-1.9pp |
| Employer contribution / active EE | $236 | $2,649-91.1% | $2,990-92.1% | $2,250-89.5% |
| Participant deferral / active EE | $1,362 | $3,401-60.0% | $3,911-65.2% | $3,054-55.4% |
| Admin fee / account holder | $2,827 | $1,159+143.9% | $5,894-52.0% | $3,102-8.9% |