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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 | $147,154 | $122,063+20.6% | $184,256-20.1% | $74,478+97.6% |
| Participation rate | 57.0% | 85.5%-28.5pp | 86.8%-29.8pp | 67.2%-10.2pp |
| Annual return | 23.97% | 19.92%+4.1pp | 28.85%-4.9pp | 1370.56%-1346.6pp |
| Employer contribution / active EE | $1,386 | $4,539-69.5% | $6,427-78.4% | $2,626-47.2% |
| Participant deferral / active EE | $4,718 | $7,144-34.0% | $9,133-48.3% | $4,350+8.5% |
| Admin fee / account holder | $1,389 | $1,253+10.9% | $13,899-90.0% | $1,946-28.6% |