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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 | $79,281 | $70,917+11.8% | $98,920-19.9% | $73,493+7.9% |
| Participation rate | 40.1% | 73.8%-33.7pp | 76.0%-35.9pp | 70.7%-30.6pp |
| Annual return | 54.20% | 34.18%+20.0pp | 196.47%-142.3pp | 28.51%+25.7pp |
| Employer contribution / active EE | $515 | $2,037-74.7% | $2,689-80.9% | $2,270-77.3% |
| Participant deferral / active EE | $1,087 | $3,501-69.0% | $4,245-74.4% | $3,740-70.9% |
| Admin fee / account holder | $1,340 | $535+150.5% | $6,643-79.8% | $513+161.2% |