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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 | $131,100 | $87,465+49.9% | $122,979+6.6% | $65,306+100.7% |
| Participation rate | 51.4% | 66.0%-14.6pp | 77.2%-25.8pp | 57.7%-6.2pp |
| Annual return | 16.93% | 19.76%-2.8pp | 20.12%-3.2pp | 21.94%-5.0pp |
| Employer contribution / active EE | $364 | $2,156-83.1% | $3,062-88.1% | $1,967-81.5% |
| Participant deferral / active EE | $3,928 | $3,705+6.0% | $5,003-21.5% | $2,959+32.7% |
| Admin fee / account holder | $4,578 | $5,100-10.2% | $12,864-64.4% | $3,480+31.6% |