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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 | $44,952 | $50,919-11.7% | $155,556-71.1% | $77,762-42.2% |
| Participation rate | 31.8% | 63.1%-31.3pp | 78.2%-46.4pp | 70.6%-38.8pp |
| Annual return | 14.44% | 34.84%-20.4pp | 64.84%-50.4pp | 31.27%-16.8pp |
| Employer contribution / active EE | $279 | $1,991-86.0% | $4,675-94.0% | $2,728-89.8% |
| Participant deferral / active EE | $1,829 | $2,824-35.2% | $5,631-67.5% | $4,651-60.7% |
| Admin fee / account holder | $2,618 | $437+499.5% | $15,885-83.5% | $433+504.8% |