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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 | $56,813 | $83,369-31.9% | $105,223-46.0% | $67,986-16.4% |
| Participation rate | 67.7% | 56.3%+11.4pp | 75.0%-7.3pp | 57.2%+10.5pp |
| Annual return | 14.87% | 24.64%-9.8pp | 180.65%-165.8pp | 31.67%-16.8pp |
| Employer contribution / active EE | $505 | $2,541-80.1% | $3,689-86.3% | $2,019-75.0% |
| Participant deferral / active EE | $3,305 | $3,295+0.3% | $5,072-34.8% | $3,358-1.6% |
| Admin fee / account holder | $8,440 | $4,073+107.2% | $8,859-4.7% | $3,203+163.5% |