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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 | $63,627 | $106,164-40.1% | $147,041-56.7% | $77,692-18.1% |
| Participation rate | 31.0% | 78.4%-47.4pp | 82.2%-51.1pp | 70.6%-39.6pp |
| Annual return | 37.74% | 56.81%-19.1pp | 419.21%-381.5pp | 31.25%+6.5pp |
| Employer contribution / active EE | $1,258 | $4,066-69.1% | $4,935-74.5% | $2,726-53.8% |
| Participant deferral / active EE | $2,628 | $7,993-67.1% | $8,071-67.4% | $4,648-43.5% |
| Admin fee / account holder | $2,113 | $338+525.3% | $13,006-83.8% | $431+390.9% |