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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 | $65,084+1.3% | $67,681-2.5% | $64,340+2.5% |
| Participation rate | 34.0% | 66.7%-32.7pp | 73.7%-39.7pp | 55.2%-21.2pp |
| Annual return | 13.29% | 20.50%-7.2pp | 590.58%-577.3pp | 24.14%-10.9pp |
| Employer contribution / active EE | $236 | $2,398-90.2% | $2,678-91.2% | $1,862-87.3% |
| Participant deferral / active EE | $1,362 | $3,210-57.6% | $3,976-65.8% | $2,980-54.3% |
| Admin fee / account holder | $2,827 | $1,415+99.8% | $6,100-53.6% | $3,703-23.6% |