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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 | $19,877 | $45,109-55.9% | $85,240-76.7% | $77,762-74.4% |
| Participation rate | 24.1% | 48.7%-24.6pp | 67.5%-43.5pp | 70.6%-46.5pp |
| Annual return | 13.79% | 79.55%-65.8pp | 66.75%-53.0pp | 31.27%-17.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,003 | $2,814-64.3% | $4,527-77.8% | $4,651-78.4% |
| Admin fee / account holder | $2,720 | $915+197.3% | $6,165-55.9% | $433+528.3% |