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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 | $101,672-50.3% | $147,117-65.7% | $74,478-32.2% |
| Participation rate | 39.3% | 75.5%-36.2pp | 82.2%-42.8pp | 67.2%-27.9pp |
| Annual return | 16.66% | 8757.83%-8741.2pp | 420.54%-403.9pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $1,441 | $3,813-62.2% | $4,932-70.8% | $2,626-45.1% |
| Participant deferral / active EE | $2,387 | $7,305-67.3% | $8,065-70.4% | $4,350-45.1% |
| Admin fee / account holder | $2,790 | $1,753+59.1% | $12,993-78.5% | $1,946+43.4% |