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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 | $49,318 | $78,976-37.6% | $100,383-50.9% | $74,546-33.8% |
| Participation rate | 56.1% | 79.5%-23.3pp | 81.5%-25.3pp | 67.2%-11.1pp |
| Annual return | 16.98% | 20.62%-3.6pp | 49.26%-32.3pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $1,585 | $3,019-47.5% | $3,944-59.8% | $2,624-39.6% |
| Participant deferral / active EE | $3,115 | $7,758-59.8% | $8,086-61.5% | $4,347-28.4% |
| Admin fee / account holder | $1,333 | $1,330+0.2% | $7,900-83.1% | $1,944-31.4% |