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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 | $50,112 | $79,184-36.7% | $102,438-51.1% | $74,546-32.8% |
| Participation rate | 38.2% | 74.8%-36.6pp | 76.5%-38.3pp | 67.2%-29.1pp |
| Annual return | 15.75% | 54.95%-39.2pp | 29.37%-13.6pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $498 | $2,362-78.9% | $3,024-83.5% | $2,624-81.0% |
| Participant deferral / active EE | $2,917 | $4,414-33.9% | $5,054-42.3% | $4,347-32.9% |
| Admin fee / account holder | $3,321 | $2,001+65.9% | $9,448-64.8% | $1,944+70.9% |