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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 | $62,517 | $69,511-10.1% | $94,664-34.0% | $71,511-12.6% |
| Participation rate | 68.9% | 78.4%-9.5pp | 80.8%-11.9pp | 67.9%+1.0pp |
| Annual return | 36.96% | 29.67%+7.3pp | 156.84%-119.9pp | 28.86%+8.1pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $11,305 | $7,348+53.9% | $7,417+52.4% | $4,291+163.5% |
| Admin fee / account holder | $2,304 | $1,211+90.3% | $7,222-68.1% | $1,588+45.0% |