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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 | $46,752 | $63,690-26.6% | $163,379-71.4% | $71,012-34.2% |
| Participation rate | 27.4% | 47.6%-20.2pp | 76.8%-49.4pp | 58.6%-31.1pp |
| Annual return | 15.21% | 21.56%-6.4pp | 63.41%-48.2pp | 37.67%-22.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $3,752-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $2,271 | $3,160-28.1% | $6,282-63.8% | $3,246-30.0% |
| Admin fee / account holder | $3,675 | $1,298+183.1% | $9,818-62.6% | $1,167+214.9% |