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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 | $24,065 | $58,969-59.2% | $129,406-81.4% | $77,762-69.1% |
| Participation rate | 19.7% | 59.5%-39.8pp | 69.6%-50.0pp | 70.6%-50.9pp |
| Annual return | 21.02% | 24.78%-3.8pp | 9468.18%-9447.2pp | 31.27%-10.2pp |
| Employer contribution / active EE | $0 | $1,959-100.0% | $4,155-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,083 | $3,224-66.4% | $4,167-74.0% | $4,651-76.7% |
| Admin fee / account holder | $1,746 | $593+194.6% | $7,689-77.3% | $433+303.4% |