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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 | $58,233 | $82,979-29.8% | $102,412-43.1% | $77,736-25.1% |
| Participation rate | 18.7% | 71.5%-52.8pp | 74.5%-55.8pp | 70.6%-51.9pp |
| Annual return | 12.31% | 19.11%-6.8pp | 24.94%-12.6pp | 31.26%-19.0pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,870-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,198 | $4,109-70.8% | $5,060-76.3% | $4,651-74.2% |
| Admin fee / account holder | $4,056 | $639+535.2% | $8,388-51.6% | $433+836.1% |