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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 | $37,685 | $50,637-25.6% | $86,582-56.5% | $62,293-39.5% |
| Participation rate | 61.3% | 67.9%-6.6pp | 73.5%-12.3pp | 69.5%-8.3pp |
| Annual return | 14.57% | 20.80%-6.2pp | 965.08%-950.5pp | 28.90%-14.3pp |
| Employer contribution / active EE | $863 | $2,075-58.4% | $2,839-69.6% | $2,042-57.7% |
| Participant deferral / active EE | $488 | $2,611-81.3% | $3,609-86.5% | $3,169-84.6% |
| Admin fee / account holder | $1,178 | $413+184.9% | $4,904-76.0% | $479+145.7% |