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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 | $84,060 | $122,239-31.2% | $184,200-54.4% | $74,546+12.8% |
| Participation rate | 56.5% | 85.5%-29.0pp | 86.8%-30.4pp | 67.2%-10.7pp |
| Annual return | 18.02% | 19.95%-1.9pp | 28.80%-10.8pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,424-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,814 | $7,139-32.6% | $9,132-47.3% | $4,347+10.7% |
| Admin fee / account holder | $1,140 | $1,260-9.5% | $13,907-91.8% | $1,944-41.3% |