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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 | $21,048 | $64,705-67.5% | $62,929-66.6% | $67,986-69.0% |
| Participation rate | 59.3% | 65.6%-6.3pp | 73.1%-13.9pp | 57.2%+2.1pp |
| Annual return | 60.26% | 20.31%+39.9pp | 1063.93%-1003.7pp | 31.67%+28.6pp |
| Employer contribution / active EE | $523 | $2,376-78.0% | $2,505-79.1% | $2,019-74.1% |
| Participant deferral / active EE | $3,132 | $3,198-2.1% | $3,888-19.5% | $3,358-6.7% |
| Admin fee / account holder | $1,399 | $1,428-2.0% | $5,065-72.4% | $3,203-56.3% |