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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 | $23,095 | $56,638-59.2% | $169,397-86.4% | $74,473-69.0% |
| Participation rate | 23.8% | 67.5%-43.7pp | 77.2%-53.4pp | 70.7%-46.9pp |
| Annual return | 20.50% | 24.75%-4.2pp | 406.23%-385.7pp | 34.36%-13.9pp |
| Employer contribution / active EE | $817 | $2,027-59.7% | $4,013-79.6% | $2,638-69.0% |
| Participant deferral / active EE | $1,503 | $4,223-64.4% | $6,223-75.8% | $4,530-66.8% |
| Admin fee / account holder | $2,587 | $307+744.1% | $9,017-71.3% | $347+645.6% |