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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 | $36,190 | $89,652-59.6% | $141,191-74.4% | $65,185-44.5% |
| Participation rate | 64.5% | 74.7%-10.2pp | 82.5%-18.0pp | 70.2%-5.7pp |
| Annual return | 55.14% | 32.79%+22.3pp | 71.41%-16.3pp | 29.38%+25.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,971 | $5,691+40.1% | $6,710+18.8% | $3,514+126.8% |
| Admin fee / account holder | $4,278 | $569+652.5% | $10,264-58.3% | $847+405.0% |