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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $63,724 | $79,045-19.4% | $100,378-36.5% | $74,429-14.4% |
| Participation rate | 37.6% | 79.4%-41.9pp | 81.5%-44.0pp | 67.2%-29.7pp |
| Annual return | 19.07% | 20.61%-1.5pp | 49.41%-30.3pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $1,314 | $3,015-56.4% | $3,942-66.7% | $2,625-49.9% |
| Participant deferral / active EE | $2,285 | $7,751-70.5% | $8,087-71.7% | $4,348-47.4% |
| Admin fee / account holder | $4,019 | $1,335+201.1% | $7,899-49.1% | $1,944+106.7% |