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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 | $15,973 | $60,504-73.6% | $81,882-80.5% | $74,478-78.6% |
| Participation rate | 38.3% | 62.9%-24.6pp | 72.4%-34.1pp | 67.2%-28.9pp |
| Annual return | 8.95% | 16.91%-8.0pp | 779.47%-770.5pp | 1370.56%-1361.6pp |
| Employer contribution / active EE | $258 | $2,627-90.2% | $2,916-91.1% | $2,626-90.2% |
| Participant deferral / active EE | $1,736 | $3,400-48.9% | $4,323-59.8% | $4,350-60.1% |
| Admin fee / account holder | $4,426 | $1,492+196.7% | $7,360-39.9% | $1,946+127.5% |