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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 | $45,473 | $61,172-25.7% | $185,851-75.5% | $79,389-42.7% |
| Participation rate | 55.8% | 66.6%-10.8pp | 81.7%-25.9pp | 70.7%-14.9pp |
| Annual return | 165.67% | 19.45%+146.2pp | 122.11%+43.6pp | 116.89%+48.8pp |
| Employer contribution / active EE | $236 | $2,321-89.8% | $5,168-95.4% | $2,428-90.3% |
| Participant deferral / active EE | $1,246 | $2,788-55.3% | $5,569-77.6% | $4,046-69.2% |
| Admin fee / account holder | $9,113 | $710+1183.9% | $16,245-43.9% | $626+1354.8% |