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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 | $31,421 | $82,879-62.1% | $96,576-67.5% | $67,986-53.8% |
| Participation rate | 49.4% | 75.2%-25.7pp | 81.4%-32.0pp | 57.2%-7.8pp |
| Annual return | 60.30% | 36.90%+23.4pp | 38.47%+21.8pp | 31.67%+28.6pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $7,798 | $6,976+11.8% | $7,956-2.0% | $3,358+132.2% |
| Admin fee / account holder | $2,882 | $2,783+3.5% | $11,381-74.7% | $3,203-10.0% |