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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 | $65,191-28.3% | $203,872-77.1% | $65,191-28.3% |
| Participation rate | 27.4% | 63.0%-35.6pp | 77.8%-50.4pp | 63.0%-35.6pp |
| Annual return | 15.21% | 51.24%-36.0pp | 85.11%-69.9pp | 51.24%-36.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,757-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $2,271 | $2,671-15.0% | $6,388-64.4% | $2,671-15.0% |
| Admin fee / account holder | $3,675 | $907+305.2% | $11,730-68.7% | $907+305.2% |