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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 | $35,696 | $60,545-41.0% | $92,240-61.3% | $69,631-48.7% |
| Participation rate | 33.3% | 72.2%-38.9pp | 76.5%-43.2pp | 70.7%-37.4pp |
| Annual return | 25.07% | 19.71%+5.4pp | 176.29%-151.2pp | 27571.02%-27546.0pp |
| Employer contribution / active EE | $1,100 | $2,633-58.2% | $3,680-70.1% | $2,032-45.9% |
| Participant deferral / active EE | $805 | $2,828-71.5% | $3,897-79.3% | $3,224-75.0% |
| Admin fee / account holder | $11,396 | $145+7772.2% | $5,194+119.4% | $110+10219.3% |