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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 | $82,296 | $83,023-0.9% | $102,437-19.7% | $77,762+5.8% |
| Participation rate | 30.0% | 71.5%-41.5pp | 74.5%-44.5pp | 70.6%-40.6pp |
| Annual return | 89.60% | 19.12%+70.5pp | 24.95%+64.7pp | 31.27%+58.3pp |
| Employer contribution / active EE | $676 | $3,552-81.0% | $3,871-82.5% | $2,728-75.2% |
| Participant deferral / active EE | $1,931 | $4,110-53.0% | $5,060-61.8% | $4,651-58.5% |
| Admin fee / account holder | $4,526 | $639+608.3% | $8,388-46.0% | $433+945.6% |