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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 | $48,826 | $89,739-45.6% | $149,721-67.4% | $62,293-21.6% |
| Participation rate | 68.2% | 85.1%-16.9pp | 87.1%-18.9pp | 69.5%-1.3pp |
| Annual return | 29.32% | 21.01%+8.3pp | 1501.67%-1472.3pp | 28.90%+0.4pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,745 | $4,797-63.6% | $6,568-73.4% | $3,169-45.0% |
| Admin fee / account holder | $6,171 | $551+1019.5% | $11,282-45.3% | $479+1187.4% |