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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $47,233 | $54,729-13.7% | $86,235-45.2% | $71,529-34.0% |
| Participation rate | 50.0% | 60.1%-10.1pp | 69.0%-19.0pp | 67.9%-17.9pp |
| Annual return | 11.77% | 20.07%-8.3pp | 1170.03%-1158.3pp | 28.97%-17.2pp |
| Employer contribution / active EE | $65 | $1,267-94.9% | $2,381-97.3% | $2,590-97.5% |
| Participant deferral / active EE | $2,713 | $3,110-12.8% | $3,987-31.9% | $4,291-36.8% |
| Admin fee / account holder | $4,499 | $1,921+134.2% | $6,856-34.4% | $1,588+183.3% |