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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 | $60,267 | $99,442-39.4% | $113,397-46.9% | $71,012-15.1% |
| Participation rate | 33.6% | 78.9%-45.3pp | 76.5%-42.9pp | 58.6%-24.9pp |
| Annual return | 30.79% | 17.93%+12.9pp | 23.20%+7.6pp | 37.67%-6.9pp |
| Employer contribution / active EE | $949 | $3,068-69.1% | $2,977-68.1% | $2,348-59.6% |
| Participant deferral / active EE | $2,024 | $4,915-58.8% | $5,076-60.1% | $3,246-37.6% |
| Admin fee / account holder | $3,028 | $535+466.1% | $11,957-74.7% | $1,167+159.4% |