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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 | $65,904-29.1% | $160,784-70.9% | $79,634-41.3% |
| Participation rate | 27.4% | 56.2%-28.8pp | 77.0%-49.5pp | 62.5%-35.0pp |
| Annual return | 15.21% | 20.16%-4.9pp | 1803.92%-1788.7pp | 36.46%-21.3pp |
| Employer contribution / active EE | $0 | $1,805-100.0% | $3,733-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $2,271 | $3,692-38.5% | $6,293-63.9% | $3,835-40.8% |
| Admin fee / account holder | $3,675 | $965+280.8% | $9,717-62.2% | $1,002+266.8% |