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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 | $25,088 | $50,192-50.0% | $108,359-76.8% | $64,728-61.2% |
| Participation rate | 12.7% | 41.8%-29.1pp | 70.1%-57.4pp | 57.9%-45.2pp |
| Annual return | 15.44% | 14.22%+1.2pp | 36.89%-21.5pp | 49.38%-33.9pp |
| Employer contribution / active EE | $180 | $1,117-83.9% | $2,399-92.5% | $2,243-92.0% |
| Participant deferral / active EE | $324 | $1,676-80.6% | $4,137-92.2% | $2,729-88.1% |
| Admin fee / account holder | $2,037 | $2,161-5.8% | $9,741-79.1% | $1,145+77.8% |