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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 | $60,146 | $83,369-27.9% | $105,223-42.8% | $67,986-11.5% |
| Participation rate | 54.7% | 56.3%-1.6pp | 75.0%-20.4pp | 57.2%-2.6pp |
| Annual return | 15.09% | 24.64%-9.6pp | 180.65%-165.6pp | 31.67%-16.6pp |
| Employer contribution / active EE | $194 | $2,541-92.4% | $3,689-94.7% | $2,019-90.4% |
| Participant deferral / active EE | $1,937 | $3,295-41.2% | $5,072-61.8% | $3,358-42.3% |
| Admin fee / account holder | $3,241 | $4,073-20.4% | $8,859-63.4% | $3,203+1.2% |