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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 | $65,872 | $91,474-28.0% | $135,982-51.6% | $71,529-7.9% |
| Participation rate | 32.1% | 75.7%-43.6pp | 81.9%-49.8pp | 67.9%-35.8pp |
| Annual return | 30.19% | 29.89%+0.3pp | 68.32%-38.1pp | 28.97%+1.2pp |
| Employer contribution / active EE | $865 | $3,705-76.7% | $4,859-82.2% | $2,590-66.6% |
| Participant deferral / active EE | $3,568 | $7,095-49.7% | $7,760-54.0% | $4,291-16.9% |
| Admin fee / account holder | $3,463 | $1,267+173.3% | $10,767-67.8% | $1,588+118.0% |