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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 | $48,397 | $95,904-49.5% | $173,730-72.1% | $64,340-24.8% |
| Participation rate | 40.7% | 60.6%-20.0pp | 79.6%-38.9pp | 55.2%-14.6pp |
| Annual return | 17.42% | 17.47%-0.1pp | 19.96%-2.5pp | 24.14%-6.7pp |
| Employer contribution / active EE | $487 | $2,323-79.0% | $4,577-89.4% | $1,862-73.8% |
| Participant deferral / active EE | $2,255 | $3,488-35.4% | $6,326-64.4% | $2,980-24.4% |
| Admin fee / account holder | $4,109 | $5,089-19.3% | $17,523-76.6% | $3,703+11.0% |