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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 | $25,616 | $63,346-59.6% | $92,240-72.2% | $70,126-63.5% |
| Participation rate | 69.1% | 68.7%+0.4pp | 76.5%-7.4pp | 69.5%-0.5pp |
| Annual return | 30.60% | 530.19%-499.6pp | 176.29%-145.7pp | 73.15%-42.5pp |
| Employer contribution / active EE | $5,053 | $2,471+104.5% | $3,680+37.3% | $2,343+115.7% |
| Participant deferral / active EE | $654 | $2,854-77.1% | $3,897-83.2% | $3,332-80.4% |
| Admin fee / account holder | $1,421 | $3,841-63.0% | $5,194-72.6% | $4,645-69.4% |