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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 | $13,421 | $45,123-70.3% | $85,240-84.3% | $74,478-82.0% |
| Participation rate | 65.9% | 49.4%+16.5pp | 67.5%-1.7pp | 67.2%-1.4pp |
| Annual return | 1682.87% | 26.32%+1656.6pp | 66.75%+1616.1pp | 1370.56%+312.3pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,639 | $2,736+69.5% | $4,527+2.5% | $4,350+6.6% |
| Admin fee / account holder | $402 | $2,215-81.9% | $6,165-93.5% | $1,946-79.4% |