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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 | $45,022+167.0% | $85,126+41.2% | $77,714+54.7% |
| Participation rate | 31.7% | 48.7%-17.0pp | 67.5%-35.8pp | 70.6%-38.9pp |
| Annual return | 15.81% | 79.38%-63.6pp | 66.63%-50.8pp | 31.26%-15.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $2,731-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $3,942 | $2,811+40.3% | $4,523-12.8% | $4,649-15.2% |
| Admin fee / account holder | $5,422 | $913+493.9% | $6,160-12.0% | $433+1151.5% |