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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 | $39,332 | $89,652-56.1% | $141,177-72.1% | $65,185-39.7% |
| Participation rate | 60.8% | 74.7%-13.9pp | 82.5%-21.7pp | 70.2%-9.4pp |
| Annual return | 336.65% | 32.79%+303.9pp | 71.40%+265.2pp | 29.38%+307.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,986 | $5,691+40.3% | $6,710+19.0% | $3,514+127.3% |
| Admin fee / account holder | $7,380 | $569+1198.1% | $10,263-28.1% | $847+771.1% |