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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 | $24,490 | $47,135-48.0% | $149,717-83.6% | $74,440-67.1% |
| Participation rate | 27.4% | 63.4%-36.0pp | 78.8%-51.4pp | 70.7%-43.4pp |
| Annual return | 27.90% | 22.75%+5.1pp | 134.41%-106.5pp | 34.37%-6.5pp |
| Employer contribution / active EE | $221 | $1,906-88.4% | $4,820-95.4% | $2,638-91.6% |
| Participant deferral / active EE | $1,570 | $2,728-42.5% | $5,682-72.4% | $4,529-65.3% |
| Admin fee / account holder | $1,579 | $343+360.8% | $13,213-88.0% | $348+354.1% |