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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 | $72,414 | $65,437+10.7% | $86,698-16.5% | $66,949+8.2% |
| Participation rate | 65.5% | 75.5%-10.0pp | 76.6%-11.1pp | 69.8%-4.3pp |
| Annual return | -14.72% | -10.91%-3.8pp | 35.96%-50.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,201 | $4,102+124.3% | $4,656+97.6% | $4,239+117.0% |
| Admin fee / account holder | $12,455 | $642+1840.9% | $7,492+66.2% | $594+1998.3% |