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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 | $69,255-32.5% | $260,467-82.1% | $69,255-32.5% |
| Participation rate | 27.4% | 69.0%-41.6pp | 80.5%-53.0pp | 69.0%-41.6pp |
| Annual return | 15.21% | 26.73%-11.5pp | 100.60%-85.4pp | 26.73%-11.5pp |
| Employer contribution / active EE | $0 | $2,645-100.0% | $4,239-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $2,271 | $2,890-21.4% | $6,319-64.1% | $2,890-21.4% |
| Admin fee / account holder | $3,675 | $733+401.6% | $15,461-76.2% | $733+401.6% |