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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 | $80,731-55.7% | $103,374-65.4% | $74,546-52.0% |
| Participation rate | 43.4% | 65.7%-22.3pp | 74.5%-31.1pp | 67.2%-23.8pp |
| Annual return | 8.26% | 27.56%-19.3pp | 24.89%-16.6pp | 1366.03%-1357.8pp |
| Employer contribution / active EE | $6,463 | $3,158+104.7% | $3,869+67.0% | $2,624+146.3% |
| Participant deferral / active EE | $85 | $3,860-97.8% | $5,058-98.3% | $4,347-98.1% |
| Admin fee / account holder | $3,670 | $2,369+54.9% | $8,394-56.3% | $1,944+88.8% |