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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 | $43,857 | $106,749-58.9% | $145,433-69.8% | $82,448-46.8% |
| Participation rate | 60.9% | 75.6%-14.8pp | 82.1%-21.2pp | 68.1%-7.2pp |
| Annual return | 26.40% | 27.59%-1.2pp | 66.58%-40.2pp | 41.64%-15.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,400 | $6,519-1.8% | $7,897-19.0% | $4,139+54.6% |
| Admin fee / account holder | $7,663 | $8,390-8.7% | $13,129-41.6% | $7,234+5.9% |