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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 | $101,027 | $101,672-0.6% | $147,117-31.3% | $74,478+35.6% |
| Participation rate | 46.4% | 75.5%-29.2pp | 82.2%-35.8pp | 67.2%-20.8pp |
| Annual return | 14.57% | 8757.83%-8743.3pp | 420.54%-406.0pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,240 | $3,813-67.5% | $4,932-74.9% | $2,626-52.8% |
| Participant deferral / active EE | $2,052 | $7,305-71.9% | $8,065-74.6% | $4,350-52.8% |
| Admin fee / account holder | $3,415 | $1,753+94.8% | $12,993-73.7% | $1,946+75.5% |