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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 | $88,672-67.1% | $105,223-72.2% | $82,448-64.6% |
| Participation rate | 68.9% | 67.9%+1.0pp | 75.0%-6.1pp | 68.1%+0.9pp |
| Annual return | 16.02% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $601 | $3,048-80.3% | $3,689-83.7% | $2,551-76.4% |
| Participant deferral / active EE | $3,188 | $4,036-21.0% | $5,072-37.1% | $4,139-23.0% |
| Admin fee / account holder | $1,629 | $7,146-77.2% | $8,859-81.6% | $7,234-77.5% |