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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 | $41,444 | $61,391-32.5% | $149,723-72.3% | $71,529-42.1% |
| Participation rate | 37.9% | 62.5%-24.6pp | 78.8%-40.9pp | 67.9%-30.0pp |
| Annual return | 16.98% | 35.88%-18.9pp | 134.50%-117.5pp | 28.97%-12.0pp |
| Employer contribution / active EE | $180 | $2,384-92.5% | $4,821-96.3% | $2,590-93.1% |
| Participant deferral / active EE | $1,177 | $2,921-59.7% | $5,682-79.3% | $4,291-72.6% |
| Admin fee / account holder | $1,236 | $1,264-2.2% | $13,215-90.6% | $1,588-22.2% |