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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 | $97,568 | $59,467+64.1% | $93,727+4.1% | $74,478+31.0% |
| Participation rate | 40.4% | 59.6%-19.2pp | 68.7%-28.3pp | 67.2%-26.8pp |
| Annual return | 9.92% | 82.14%-72.2pp | 133.83%-123.9pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $19 | $1,267-98.5% | $2,421-99.2% | $2,626-99.3% |
| Participant deferral / active EE | $3,935 | $3,052+28.9% | $4,417-10.9% | $4,350-9.6% |
| Admin fee / account holder | $7,944 | $3,028+162.3% | $8,292-4.2% | $1,946+308.3% |