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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 | $15,527 | $61,391-74.7% | $149,723-89.6% | $71,529-78.3% |
| Participation rate | 47.1% | 62.5%-15.5pp | 78.8%-31.7pp | 67.9%-20.9pp |
| Annual return | 15.39% | 35.88%-20.5pp | 134.50%-119.1pp | 28.97%-13.6pp |
| Employer contribution / active EE | $463 | $2,384-80.6% | $4,821-90.4% | $2,590-82.1% |
| Participant deferral / active EE | $555 | $2,921-81.0% | $5,682-90.2% | $4,291-87.1% |
| Admin fee / account holder | $2,343 | $1,264+85.4% | $13,215-82.3% | $1,588+47.5% |