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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 | $59,036 | $92,090-35.9% | $106,201-44.4% | $77,671-24.0% |
| Participation rate | 44.3% | 81.0%-36.7pp | 75.3%-31.0pp | 70.6%-26.3pp |
| Annual return | 54.28% | 17.89%+36.4pp | 116.26%-62.0pp | 31.21%+23.1pp |
| Employer contribution / active EE | $1,163 | $3,368-65.5% | $3,170-63.3% | $2,726-57.3% |
| Participant deferral / active EE | $2,304 | $5,386-57.2% | $5,012-54.0% | $4,648-50.4% |
| Admin fee / account holder | $5,514 | $219+2417.8% | $11,039-50.0% | $430+1181.3% |