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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 | $46,500 | $88,672-47.6% | $105,223-55.8% | $82,448-43.6% |
| Participation rate | 62.5% | 67.9%-5.4pp | 75.0%-12.5pp | 68.1%-5.6pp |
| Annual return | 14.14% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $3,198 | $3,048+4.9% | $3,689-13.3% | $2,551+25.4% |
| Participant deferral / active EE | $1,019 | $4,036-74.7% | $5,072-79.9% | $4,139-75.4% |
| Admin fee / account holder | $4,801 | $7,146-32.8% | $8,859-45.8% | $7,234-33.6% |