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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 | $139,436 | $112,750+23.7% | $103,431+34.8% | $74,400+87.4% |
| Participation rate | 52.4% | 80.9%-28.5pp | 80.5%-28.2pp | 67.2%-14.8pp |
| Annual return | 111.24% | 23.22%+88.0pp | 23.92%+87.3pp | 1367.51%-1256.3pp |
| Employer contribution / active EE | $1,751 | $4,880-64.1% | $4,678-62.6% | $2,624-33.3% |
| Participant deferral / active EE | $3,591 | $7,289-50.7% | $6,625-45.8% | $4,348-17.4% |
| Admin fee / account holder | $10,144 | $1,702+496.1% | $9,412+7.8% | $1,944+421.9% |