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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 | $32,832 | $61,338-46.5% | $149,717-78.1% | $71,495-54.1% |
| Participation rate | 40.6% | 62.5%-22.0pp | 78.8%-38.2pp | 67.9%-27.4pp |
| Annual return | 320.42% | 35.86%+284.6pp | 134.41%+186.0pp | 28.85%+291.6pp |
| Employer contribution / active EE | $245 | $2,381-89.7% | $4,820-94.9% | $2,589-90.5% |
| Participant deferral / active EE | $1,619 | $2,919-44.5% | $5,682-71.5% | $4,291-62.3% |
| Admin fee / account holder | $1,530 | $1,263+21.2% | $13,213-88.4% | $1,588-3.6% |