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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 | $28,976 | $81,870-64.6% | $119,622-75.8% | $68,486-57.7% |
| Participation rate | 69.8% | 71.9%-2.1pp | 79.3%-9.5pp | 67.9%+1.9pp |
| Annual return | -17.79% | -23.82%+6.0pp | -14.98%-2.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $411 | $2,692-84.7% | $4,232-90.3% | $2,597-84.2% |
| Participant deferral / active EE | $2,577 | $4,148-37.9% | $5,601-54.0% | $4,028-36.0% |
| Admin fee / account holder | $11,287 | $6,583+71.5% | $10,328+9.3% | $5,404+108.9% |