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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 | $59,364 | $74,661-20.5% | $160,784-63.1% | $67,986-12.7% |
| Participation rate | 43.2% | 57.1%-14.0pp | 77.0%-33.8pp | 57.2%-14.0pp |
| Annual return | 18.06% | 28.83%-10.8pp | 1803.92%-1785.9pp | 31.67%-13.6pp |
| Employer contribution / active EE | $352 | $1,829-80.7% | $3,733-90.6% | $2,019-82.6% |
| Participant deferral / active EE | $3,073 | $3,681-16.5% | $6,293-51.2% | $3,358-8.5% |
| Admin fee / account holder | $9,065 | $3,959+129.0% | $9,717-6.7% | $3,203+183.0% |