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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 | $32,009 | $62,146-48.5% | $81,438-60.7% | $74,546-57.1% |
| Participation rate | 52.4% | 64.1%-11.6pp | 69.5%-17.1pp | 67.2%-14.8pp |
| Annual return | 11.96% | 16.49%-4.5pp | 24.74%-12.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $545 | $1,883-71.1% | $2,460-77.9% | $2,624-79.3% |
| Participant deferral / active EE | $3,236 | $3,229+0.2% | $3,883-16.7% | $4,347-25.6% |
| Admin fee / account holder | $2,137 | $1,922+11.2% | $5,764-62.9% | $1,944+10.0% |