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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 | $60,678 | $52,450+15.7% | $129,397-53.1% | $74,429-18.5% |
| Participation rate | 25.4% | 53.8%-28.4pp | 69.6%-44.2pp | 67.2%-41.8pp |
| Annual return | 12.76% | 15.65%-2.9pp | 9453.98%-9441.2pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $323 | $1,532-78.9% | $4,154-92.2% | $2,625-87.7% |
| Participant deferral / active EE | $1,840 | $2,797-34.2% | $4,167-55.8% | $4,348-57.7% |
| Admin fee / account holder | $3,797 | $2,636+44.1% | $7,679-50.6% | $1,944+95.3% |