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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 | $56,257 | $79,223-29.0% | $102,460-45.1% | $74,478-24.5% |
| Participation rate | 60.3% | 74.8%-14.5pp | 76.5%-16.2pp | 67.2%-6.9pp |
| Annual return | 79.74% | 54.98%+24.8pp | 29.47%+50.3pp | 1370.56%-1290.8pp |
| Employer contribution / active EE | $996 | $2,363-57.8% | $3,025-67.1% | $2,626-62.1% |
| Participant deferral / active EE | $1,968 | $4,417-55.4% | $5,056-61.1% | $4,350-54.8% |
| Admin fee / account holder | $2,345 | $2,003+17.1% | $9,460-75.2% | $1,946+20.5% |