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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 | $27,375 | $59,584-54.1% | $86,625-68.4% | $79,389-65.5% |
| Participation rate | 59.1% | 67.7%-8.5pp | 71.6%-12.5pp | 70.7%-11.6pp |
| Annual return | 16.16% | 23.15%-7.0pp | 63.52%-47.4pp | 116.89%-100.7pp |
| Employer contribution / active EE | $557 | $1,768-68.5% | $2,496-77.7% | $2,428-77.1% |
| Participant deferral / active EE | $1,371 | $3,036-54.8% | $3,700-62.9% | $4,046-66.1% |
| Admin fee / account holder | $1,540 | $604+154.9% | $5,830-73.6% | $626+145.9% |