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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 | $80,650 | $88,186-8.5% | $165,071-51.1% | $74,459+8.3% |
| Participation rate | 64.0% | 73.1%-9.1pp | 78.6%-14.6pp | 67.2%-3.2pp |
| Annual return | 14.53% | 17.13%-2.6pp | 70.17%-55.6pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $462 | $2,600-82.2% | $4,347-89.4% | $2,626-82.4% |
| Participant deferral / active EE | $4,628 | $4,505+2.7% | $6,035-23.3% | $4,350+6.4% |
| Admin fee / account holder | $9,718 | $2,234+335.0% | $12,695-23.4% | $1,945+399.7% |