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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 | $83,002-62.1% | $98,090-68.0% | $64,097-51.0% |
| Participation rate | 49.4% | 75.0%-25.6pp | 81.5%-32.1pp | 55.2%-5.7pp |
| Annual return | 60.30% | 38.51%+21.8pp | 37.05%+23.3pp | 34.64%+25.7pp |
| Employer contribution / active EE | $0 | $2,749-100.0% | $3,606-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $7,798 | $6,787+14.9% | $7,845-0.6% | $3,080+153.2% |
| Admin fee / account holder | $2,882 | $3,015-4.4% | $11,815-75.6% | $3,454-16.6% |