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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 | $50,507 | $101,499-50.2% | $147,005-65.6% | $74,546-32.2% |
| Participation rate | 39.3% | 75.5%-36.2pp | 82.2%-42.8pp | 67.2%-27.9pp |
| Annual return | 16.66% | 8732.34%-8715.7pp | 418.76%-402.1pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $1,441 | $3,811-62.2% | $4,934-70.8% | $2,624-45.1% |
| Participant deferral / active EE | $2,387 | $7,304-67.3% | $8,070-70.4% | $4,347-45.1% |
| Admin fee / account holder | $2,790 | $1,748+59.6% | $13,006-78.5% | $1,944+43.6% |