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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 | $47,179 | $56,438-16.4% | $76,902-38.7% | $71,529-34.0% |
| Participation rate | 64.6% | 64.3%+0.3pp | 69.6%-5.0pp | 67.9%-3.4pp |
| Annual return | 19.50% | 19.05%+0.5pp | 37.91%-18.4pp | 28.97%-9.5pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,534-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,815 | $3,136-10.3% | $3,833-26.6% | $4,291-34.4% |
| Admin fee / account holder | $3,210 | $1,430+124.4% | $5,479-41.4% | $1,588+102.1% |