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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 | $34,474 | $65,084-47.0% | $67,681-49.1% | $64,340-46.4% |
| Participation rate | 45.5% | 66.7%-21.2pp | 73.7%-28.2pp | 55.2%-9.7pp |
| Annual return | 12.13% | 20.50%-8.4pp | 590.58%-578.5pp | 24.14%-12.0pp |
| Employer contribution / active EE | $567 | $2,398-76.4% | $2,678-78.8% | $1,862-69.5% |
| Participant deferral / active EE | $1,588 | $3,210-50.5% | $3,976-60.1% | $2,980-46.7% |
| Admin fee / account holder | $2,979 | $1,415+110.5% | $6,100-51.2% | $3,703-19.5% |