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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 | $52,321 | $52,450-0.2% | $129,384-59.6% | $74,459-29.7% |
| Participation rate | 31.4% | 53.8%-22.4pp | 69.6%-38.2pp | 67.2%-35.8pp |
| Annual return | 12.73% | 15.65%-2.9pp | 9461.77%-9449.0pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $808 | $1,532-47.3% | $4,153-80.5% | $2,626-69.2% |
| Participant deferral / active EE | $770 | $2,797-72.5% | $4,166-81.5% | $4,350-82.3% |
| Admin fee / account holder | $5,608 | $2,636+112.8% | $7,686-27.0% | $1,945+188.4% |