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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 | $32,714 | $80,763-59.5% | $102,412-68.1% | $74,459-56.1% |
| Participation rate | 47.0% | 65.7%-18.7pp | 74.5%-27.5pp | 67.2%-20.3pp |
| Annual return | 16.94% | 27.57%-10.6pp | 24.94%-8.0pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | -$1 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,756 | $3,862+23.2% | $5,060-6.0% | $4,350+9.4% |
| Admin fee / account holder | $4,271 | $2,371+80.1% | $8,388-49.1% | $1,945+119.6% |