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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 | $30,951 | $55,446-44.2% | $155,574-80.1% | $74,429-58.4% |
| Participation rate | 55.8% | 61.9%-6.1pp | 78.2%-22.4pp | 67.2%-11.4pp |
| Annual return | 14.66% | 269.20%-254.5pp | 64.87%-50.2pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,996 | $2,836+5.6% | $5,629-46.8% | $4,348-31.1% |
| Admin fee / account holder | $2,568 | $1,743+47.3% | $15,914-83.9% | $1,944+32.1% |