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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 | $27,431 | $73,532-62.7% | $178,540-84.6% | $74,459-63.2% |
| Participation rate | 51.7% | 66.6%-14.9pp | 77.1%-25.4pp | 67.2%-15.5pp |
| Annual return | 13.91% | 17.51%-3.6pp | 27.15%-13.2pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $364 | $2,221-83.6% | $3,953-90.8% | $2,626-86.1% |
| Participant deferral / active EE | $1,781 | $4,519-60.6% | $6,281-71.6% | $4,350-59.1% |
| Admin fee / account holder | $764 | $1,813-57.8% | $10,424-92.7% | $1,945-60.7% |