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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 | $53,792 | $88,360-39.1% | $145,433-63.0% | $67,986-20.9% |
| Participation rate | 21.5% | 65.5%-44.0pp | 82.1%-60.7pp | 57.2%-35.7pp |
| Annual return | 18.70% | 63.15%-44.5pp | 66.58%-47.9pp | 31.67%-13.0pp |
| Employer contribution / active EE | $1 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,579 | $5,932-39.7% | $7,897-54.7% | $3,358+6.6% |
| Admin fee / account holder | $4,891 | $3,313+47.6% | $13,129-62.7% | $3,203+52.7% |