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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 | $32,886 | $84,499-61.1% | $125,391-73.8% | $66,949-50.9% |
| Participation rate | 46.9% | 76.4%-29.5pp | 82.4%-35.5pp | 69.8%-22.9pp |
| Annual return | -12.15% | -8.49%-3.7pp | 572.41%-584.6pp | 1.57%-13.7pp |
| Employer contribution / active EE | $599 | $3,554-83.1% | $4,816-87.6% | $2,545-76.5% |
| Participant deferral / active EE | $4,832 | $6,785-28.8% | $7,448-35.1% | $4,239+14.0% |
| Admin fee / account holder | $1,039 | $685+51.6% | $10,009-89.6% | $594+75.0% |