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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 | $46,924 | $65,223-28.1% | $80,022-41.4% | $55,725-15.8% |
| Participation rate | 37.9% | 80.6%-42.6pp | 75.8%-37.9pp | 70.9%-32.9pp |
| Annual return | 99.16% | 7.59%+91.6pp | 11.22%+87.9pp | 244.93%-145.8pp |
| Employer contribution / active EE | $1,034 | $2,544-59.4% | $2,468-58.1% | $2,078-50.3% |
| Participant deferral / active EE | $1,614 | $3,881-58.4% | $3,686-56.2% | $3,356-51.9% |
| Admin fee / account holder | $5,182 | $114+4437.8% | $6,521-20.5% | $115+4399.4% |