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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 | $42,856 | $55,437-22.7% | $155,534-72.4% | $74,459-42.4% |
| Participation rate | 42.1% | 61.9%-19.8pp | 78.2%-36.1pp | 67.2%-25.1pp |
| Annual return | 17.42% | 269.58%-252.2pp | 64.92%-47.5pp | 1369.70%-1352.3pp |
| Employer contribution / active EE | $230 | $2,266-89.8% | $4,675-95.1% | $2,626-91.2% |
| Participant deferral / active EE | $2,173 | $2,837-23.4% | $5,630-61.4% | $4,350-50.0% |
| Admin fee / account holder | $4,916 | $1,742+182.1% | $15,900-69.1% | $1,945+152.8% |