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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 | $14,302 | $42,909-66.7% | $152,093-90.6% | $71,012-79.9% |
| Participation rate | 11.6% | 54.7%-43.1pp | 77.8%-66.2pp | 58.6%-47.0pp |
| Annual return | 15.92% | 30.57%-14.6pp | 66.36%-50.4pp | 37.67%-21.8pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $650 | $1,904-65.8% | $5,451-88.1% | $3,246-80.0% |
| Admin fee / account holder | $655 | $1,014-35.4% | $14,497-95.5% | $1,167-43.8% |