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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 | $18,622 | $50,919-63.4% | $155,556-88.0% | $77,762-76.1% |
| Participation rate | 34.4% | 63.1%-28.7pp | 78.2%-43.8pp | 70.6%-36.2pp |
| Annual return | 19.82% | 34.84%-15.0pp | 64.84%-45.0pp | 31.27%-11.5pp |
| Employer contribution / active EE | $191 | $1,991-90.4% | $4,675-95.9% | $2,728-93.0% |
| Participant deferral / active EE | $2,417 | $2,824-14.4% | $5,631-57.1% | $4,651-48.0% |
| Admin fee / account holder | $1,041 | $437+138.3% | $15,885-93.4% | $433+140.4% |