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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 | $11,805 | $45,343-74.0% | $150,298-92.1% | $67,986-82.6% |
| Participation rate | 58.6% | 51.9%+6.7pp | 77.8%-19.2pp | 57.2%+1.4pp |
| Annual return | 15.99% | 33.28%-17.3pp | 62.79%-46.8pp | 31.67%-15.7pp |
| Employer contribution / active EE | $1 | $1,462-99.9% | $4,154-100.0% | $2,019-99.9% |
| Participant deferral / active EE | $2,975 | $2,055+44.8% | $5,453-45.4% | $3,358-11.4% |
| Admin fee / account holder | $3,705 | $2,250+64.7% | $14,116-73.8% | $3,203+15.7% |