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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 | $17,989 | $55,437-67.6% | $155,534-88.4% | $74,459-75.8% |
| Participation rate | 32.4% | 61.9%-29.5pp | 78.2%-45.8pp | 67.2%-34.8pp |
| Annual return | 12.16% | 269.58%-257.4pp | 64.92%-52.8pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $34 | $2,266-98.5% | $4,675-99.3% | $2,626-98.7% |
| Participant deferral / active EE | $1,455 | $2,837-48.7% | $5,630-74.2% | $4,350-66.5% |
| Admin fee / account holder | $2,343 | $1,742+34.5% | $15,900-85.3% | $1,945+20.5% |