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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 | $80,674-29.6% | $119,126-52.3% | $64,340-11.7% |
| Participation rate | 67.7% | 55.2%+12.5pp | 75.8%-8.0pp | 55.2%+12.5pp |
| Annual return | 14.87% | 26.86%-12.0pp | 282.11%-267.2pp | 24.14%-9.3pp |
| Employer contribution / active EE | $505 | $2,564-80.3% | $4,034-87.5% | $1,862-72.9% |
| Participant deferral / active EE | $3,305 | $3,053+8.2% | $5,318-37.9% | $2,980+10.9% |
| Admin fee / account holder | $8,440 | $4,559+85.1% | $10,693-21.1% | $3,703+127.9% |