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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 | $79,089-37.6% | $100,392-50.9% | $74,459-33.8% |
| Participation rate | 56.1% | 79.4%-23.3pp | 81.5%-25.4pp | 67.2%-11.1pp |
| Annual return | 16.98% | 20.61%-3.6pp | 49.45%-32.5pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $1,585 | $3,015-47.4% | $3,941-59.8% | $2,626-39.6% |
| Participant deferral / active EE | $3,115 | $7,747-59.8% | $8,090-61.5% | $4,350-28.4% |
| Admin fee / account holder | $1,333 | $1,336-0.2% | $7,904-83.1% | $1,945-31.5% |