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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 | $16,439 | $51,223-67.9% | $82,763-80.1% | $66,949-75.4% |
| Participation rate | 65.5% | 67.9%-2.4pp | 72.6%-7.1pp | 69.8%-4.4pp |
| Annual return | -16.53% | -9.85%-6.7pp | 702.45%-719.0pp | 1.57%-18.1pp |
| Employer contribution / active EE | $1,173 | $2,611-55.1% | $3,008-61.0% | $2,545-53.9% |
| Participant deferral / active EE | $816 | $3,460-76.4% | $4,395-81.4% | $4,239-80.8% |
| Admin fee / account holder | $886 | $415+113.1% | $5,325-83.4% | $594+49.2% |