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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 | $49,851 | $122,239-59.2% | $184,200-72.9% | $74,546-33.1% |
| Participation rate | 51.8% | 85.5%-33.7pp | 86.8%-35.1pp | 67.2%-15.4pp |
| Annual return | 17.94% | 19.95%-2.0pp | 28.80%-10.9pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $10,026 | $4,537+121.0% | $6,424+56.1% | $2,624+282.0% |
| Participant deferral / active EE | $1,622 | $7,139-77.3% | $9,132-82.2% | $4,347-62.7% |
| Admin fee / account holder | $4,621 | $1,260+266.9% | $13,907-66.8% | $1,944+137.8% |