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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,752 | $80,748-55.7% | $102,383-65.1% | $74,429-52.0% |
| Participation rate | 43.4% | 65.7%-22.3pp | 74.5%-31.1pp | 67.2%-23.8pp |
| Annual return | 8.26% | 27.57%-19.3pp | 24.94%-16.7pp | 1368.38%-1360.1pp |
| Employer contribution / active EE | $6,463 | $3,159+104.6% | $3,870+67.0% | $2,625+146.2% |
| Participant deferral / active EE | $85 | $3,861-97.8% | $5,060-98.3% | $4,348-98.1% |
| Admin fee / account holder | $3,670 | $2,371+54.8% | $8,391-56.3% | $1,944+88.8% |