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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 | $20,252 | $38,967-48.0% | $86,233-76.5% | $79,634-74.6% |
| Participation rate | 15.2% | 34.1%-18.9pp | 69.0%-53.8pp | 62.5%-47.3pp |
| Annual return | 17.43% | 49.90%-32.5pp | 61.39%-44.0pp | 36.46%-19.0pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $490 | $1,663-70.6% | $4,559-89.3% | $3,835-87.2% |
| Admin fee / account holder | $1,152 | $2,660-56.7% | $8,342-86.2% | $1,002+15.0% |