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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 | $56,047-55.2% | $98,716-74.6% | $79,634-68.5% |
| Participation rate | 12.7% | 54.6%-41.9pp | 69.3%-56.6pp | 62.5%-49.8pp |
| Annual return | 15.44% | 17.58%-2.1pp | 31.81%-16.4pp | 36.46%-21.0pp |
| Employer contribution / active EE | $180 | $1,237-85.4% | $2,279-92.1% | $2,529-92.9% |
| Participant deferral / active EE | $324 | $2,469-86.9% | $4,048-92.0% | $3,835-91.5% |
| Admin fee / account holder | $2,037 | $1,512+34.7% | $8,703-76.6% | $1,002+103.3% |