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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 | $120,221 | $45,109+166.5% | $85,240+41.0% | $77,762+54.6% |
| Participation rate | 31.7% | 48.7%-16.9pp | 67.5%-35.8pp | 70.6%-38.9pp |
| Annual return | 15.81% | 79.55%-63.7pp | 66.75%-50.9pp | 31.27%-15.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,942 | $2,814+40.1% | $4,527-12.9% | $4,651-15.2% |
| Admin fee / account holder | $5,422 | $915+492.7% | $6,165-12.0% | $433+1152.6% |