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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 | $20,115 | $26,114-23.0% | $58,544-65.6% | $74,440-73.0% |
| Participation rate | 7.6% | 32.1%-24.5pp | 50.9%-43.3pp | 70.7%-63.1pp |
| Annual return | 63.38% | 32.51%+30.9pp | 4249.56%-4186.2pp | 34.37%+29.0pp |
| Employer contribution / active EE | $50 | $536-90.7% | $1,053-95.3% | $2,638-98.1% |
| Participant deferral / active EE | $707 | $1,075-34.2% | $1,923-63.2% | $4,529-84.4% |
| Admin fee / account holder | $3,708 | $649+471.2% | $2,520+47.2% | $348+965.9% |