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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 | $18,207 | $48,078-62.1% | $78,676-76.9% | $62,881-71.0% |
| Participation rate | 63.0% | 65.2%-2.2pp | 73.6%-10.6pp | 69.3%-6.3pp |
| Annual return | 9.30% | 31.36%-22.1pp | 62.19%-52.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,643 | $2,587-36.5% | $3,517-53.3% | $3,203-48.7% |
| Admin fee / account holder | $777 | $3,206-75.8% | $4,510-82.8% | $4,296-81.9% |