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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 | $16,429 | $42,423-61.3% | $152,093-89.2% | $100,573-83.7% |
| Participation rate | 3.9% | 55.9%-52.0pp | 77.8%-73.9pp | 70.9%-67.0pp |
| Annual return | 33.41% | 41.32%-7.9pp | 66.36%-33.0pp | 18.89%+14.5pp |
| Employer contribution / active EE | $0 | $1,482-100.0% | $4,175-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $200 | $2,158-90.7% | $5,451-96.3% | $4,921-95.9% |
| Admin fee / account holder | $1,310 | $429+204.9% | $14,497-91.0% | $454+188.5% |