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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 | $51,481 | $64,919-20.7% | $392,568-86.9% | $65,185-21.0% |
| Participation rate | 46.4% | 72.0%-25.6pp | 78.1%-31.6pp | 70.2%-23.8pp |
| Annual return | 21.39% | 26.09%-4.7pp | 24.42%-3.0pp | 29.38%-8.0pp |
| Employer contribution / active EE | $592 | $2,374-75.1% | $3,783-84.4% | $2,177-72.8% |
| Participant deferral / active EE | $1,959 | $3,668-46.6% | $5,985-67.3% | $3,514-44.2% |
| Admin fee / account holder | $9,532 | $634+1403.9% | $6,260+52.3% | $847+1025.1% |