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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 | $100,623 | $101,591-1.0% | $147,096-31.6% | $74,429+35.2% |
| Participation rate | 58.5% | 75.5%-17.0pp | 82.2%-23.7pp | 67.2%-8.7pp |
| Annual return | 18.53% | 8746.45%-8727.9pp | 419.75%-401.2pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $285 | $3,813-92.5% | $4,936-94.2% | $2,625-89.1% |
| Participant deferral / active EE | $7,619 | $7,302+4.3% | $8,071-5.6% | $4,348+75.2% |
| Admin fee / account holder | $9,257 | $1,750+429.0% | $13,005-28.8% | $1,944+376.1% |