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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 | $40,566-50.1% | $96,754-79.1% | $64,728-68.7% |
| Participation rate | 15.2% | 24.8%-9.6pp | 70.3%-55.1pp | 57.9%-42.7pp |
| Annual return | 17.43% | 93.20%-75.8pp | 82.04%-64.6pp | 49.38%-32.0pp |
| Employer contribution / active EE | $0 | $808-100.0% | $2,679-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $490 | $933-47.5% | $4,758-89.7% | $2,729-82.1% |
| Admin fee / account holder | $1,152 | $2,770-58.4% | $8,905-87.1% | $1,145+0.6% |