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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 | $46,492 | $79,223-41.3% | $102,460-54.6% | $74,478-37.6% |
| Participation rate | 62.3% | 74.8%-12.4pp | 76.5%-14.2pp | 67.2%-4.9pp |
| Annual return | 15.01% | 54.98%-40.0pp | 29.47%-14.5pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $1,455 | $2,363-38.4% | $3,025-51.9% | $2,626-44.6% |
| Participant deferral / active EE | $877 | $4,417-80.1% | $5,056-82.7% | $4,350-79.8% |
| Admin fee / account holder | $11,733 | $2,003+485.7% | $9,460+24.0% | $1,946+503.0% |