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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 | $25,857 | $55,423-53.3% | $155,602-83.4% | $74,400-65.2% |
| Participation rate | 66.7% | 61.9%+4.8pp | 78.2%-11.5pp | 67.2%-0.5pp |
| Annual return | 17.89% | 269.07%-251.2pp | 64.81%-46.9pp | 1367.51%-1349.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,900 | $2,835+37.6% | $5,629-30.7% | $4,348-10.3% |
| Admin fee / account holder | $2,278 | $1,744+30.6% | $15,923-85.7% | $1,944+17.2% |