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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 | $59,902 | $80,705-25.8% | $115,768-48.3% | $67,986-11.9% |
| Participation rate | 41.0% | 63.0%-21.9pp | 74.4%-33.4pp | 57.2%-16.2pp |
| Annual return | 16.53% | 18.49%-2.0pp | 100.46%-83.9pp | 31.67%-15.1pp |
| Employer contribution / active EE | $2,308 | $2,046+12.8% | $2,940-21.5% | $2,019+14.3% |
| Participant deferral / active EE | $943 | $3,559-73.5% | $4,917-80.8% | $3,358-71.9% |
| Admin fee / account holder | $2,513 | $4,135-39.2% | $12,439-79.8% | $3,203-21.5% |