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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 | $45,467 | $91,439-50.3% | $135,974-66.6% | $71,511-36.4% |
| Participation rate | 53.7% | 75.7%-21.9pp | 81.9%-28.2pp | 67.9%-14.2pp |
| Annual return | 32.17% | 29.90%+2.3pp | 68.30%-36.1pp | 28.86%+3.3pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $10,099 | $7,093+42.4% | $7,760+30.1% | $4,291+135.4% |
| Admin fee / account holder | $2,981 | $1,267+135.3% | $10,767-72.3% | $1,588+87.6% |