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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 | $19,364 | $51,166-62.2% | $70,544-72.6% | $71,511-72.9% |
| Participation rate | 19.4% | 59.4%-40.0pp | 68.4%-49.0pp | 67.9%-48.6pp |
| Annual return | 16.91% | 42.71%-25.8pp | 32.79%-15.9pp | 28.86%-11.9pp |
| Employer contribution / active EE | $444 | $1,793-75.2% | $2,976-85.1% | $2,589-82.8% |
| Participant deferral / active EE | $753 | $3,031-75.2% | $4,568-83.5% | $4,291-82.4% |
| Admin fee / account holder | $1,743 | $2,000-12.8% | $6,427-72.9% | $1,588+9.7% |