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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 | $25,236 | $76,669-67.1% | $96,520-73.9% | $71,495-64.7% |
| Participation rate | 63.8% | 66.6%-2.8pp | 74.3%-10.6pp | 67.9%-4.2pp |
| Annual return | 15.07% | 48.29%-33.2pp | 35.72%-20.6pp | 28.85%-13.8pp |
| Employer contribution / active EE | $326 | $3,031-89.2% | $3,739-91.3% | $2,589-87.4% |
| Participant deferral / active EE | $2,135 | $3,771-43.4% | $4,879-56.2% | $4,291-50.3% |
| Admin fee / account holder | $2,632 | $2,028+29.7% | $6,733-60.9% | $1,588+65.7% |