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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 | $61,289 | $69,745-12.1% | $67,511-9.2% | $74,546-17.8% |
| Participation rate | 40.8% | 71.3%-30.5pp | 72.9%-32.1pp | 67.2%-26.4pp |
| Annual return | 13.74% | -40.37%+54.1pp | 3517.41%-3503.7pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $626 | $2,705-76.9% | $2,733-77.1% | $2,624-76.1% |
| Participant deferral / active EE | $1,835 | $3,636-49.5% | $4,000-54.1% | $4,347-57.8% |
| Admin fee / account holder | $9,348 | $894+945.6% | $3,999+133.8% | $1,944+381.0% |