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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 | $13,686 | $42,909-68.1% | $152,093-91.0% | $71,012-80.7% |
| Participation rate | 11.0% | 54.7%-43.6pp | 77.8%-66.7pp | 58.6%-47.5pp |
| Annual return | 17.21% | 30.57%-13.4pp | 66.36%-49.1pp | 37.67%-20.5pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $503 | $1,904-73.6% | $5,451-90.8% | $3,246-84.5% |
| Admin fee / account holder | $795 | $1,014-21.6% | $14,497-94.5% | $1,167-31.9% |