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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 | $29,204 | $89,259-67.3% | $107,187-72.8% | $82,637-64.7% |
| Participation rate | 68.9% | 67.9%+1.0pp | 75.0%-6.1pp | 68.1%+0.9pp |
| Annual return | 16.02% | 21.02%-5.0pp | 204.55%-188.5pp | 53.51%-37.5pp |
| Employer contribution / active EE | $601 | $3,080-80.5% | $3,782-84.1% | $2,552-76.4% |
| Participant deferral / active EE | $3,188 | $4,037-21.0% | $5,096-37.4% | $4,126-22.7% |
| Admin fee / account holder | $1,629 | $7,381-77.9% | $9,162-82.2% | $7,339-77.8% |