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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 | $76,256 | $79,523-4.1% | $140,019-45.5% | $56,287+35.5% |
| Participation rate | 69.5% | 85.7%-16.2pp | 87.5%-18.0pp | 69.9%-0.3pp |
| Annual return | -5.88% | 2.39%-8.3pp | 651.15%-657.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $975 | $3,350-70.9% | $5,605-82.6% | $2,111-53.8% |
| Participant deferral / active EE | $4,231 | $5,129-17.5% | $6,927-38.9% | $3,350+26.3% |
| Admin fee / account holder | $1,995 | $614+224.7% | $10,705-81.4% | $521+282.9% |