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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 | $31,518 | $47,180-33.2% | $149,723-78.9% | $74,473-57.7% |
| Participation rate | 25.4% | 63.4%-38.1pp | 78.8%-53.4pp | 70.7%-45.4pp |
| Annual return | 27.59% | 22.75%+4.8pp | 134.50%-106.9pp | 34.36%-6.8pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,277 | $2,730-16.6% | $5,682-59.9% | $4,530-49.7% |
| Admin fee / account holder | $2,691 | $343+684.3% | $13,215-79.6% | $347+675.3% |