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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 | $27,757 | $54,245-48.8% | $93,727-70.4% | $77,762-64.3% |
| Participation rate | 22.7% | 63.9%-41.3pp | 68.7%-46.0pp | 70.6%-47.9pp |
| Annual return | 12.40% | 30.58%-18.2pp | 133.83%-121.4pp | 31.27%-18.9pp |
| Employer contribution / active EE | $373 | $1,168-68.0% | $2,421-84.6% | $2,728-86.3% |
| Participant deferral / active EE | $759 | $3,144-75.9% | $4,417-82.8% | $4,651-83.7% |
| Admin fee / account holder | $2,711 | $575+371.1% | $8,292-67.3% | $433+526.2% |