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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 | $61,166-23.6% | $186,193-74.9% | $64,728-27.8% |
| Participation rate | 27.4% | 40.4%-13.0pp | 77.1%-49.7pp | 57.9%-30.5pp |
| Annual return | 15.21% | 18.93%-3.7pp | 78.03%-62.8pp | 49.38%-34.2pp |
| Employer contribution / active EE | $0 | $1,526-100.0% | $3,918-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $2,271 | $2,160+5.2% | $6,513-65.1% | $2,729-16.8% |
| Admin fee / account holder | $3,675 | $1,422+158.5% | $11,058-66.8% | $1,145+221.0% |