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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 | $65,977 | $101,672-35.1% | $147,117-55.2% | $74,478-11.4% |
| Participation rate | 52.0% | 75.5%-23.5pp | 82.2%-30.2pp | 67.2%-15.2pp |
| Annual return | 13.55% | 8757.83%-8744.3pp | 420.54%-407.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,924 | $7,305-46.3% | $8,065-51.3% | $4,350-9.8% |
| Admin fee / account holder | $7,952 | $1,753+353.6% | $12,993-38.8% | $1,946+308.6% |