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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 | $53,040 | $71,523-25.8% | $98,461-46.1% | $71,511-25.8% |
| Participation rate | 49.7% | 72.7%-23.0pp | 75.2%-25.5pp | 67.9%-18.3pp |
| Annual return | 18.36% | 32.43%-14.1pp | 21.17%-2.8pp | 28.86%-10.5pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,071 | $4,109-0.9% | $4,738-14.1% | $4,291-5.1% |
| Admin fee / account holder | $6,591 | $1,676+293.3% | $8,961-26.4% | $1,588+314.9% |