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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 | $24,548 | $54,245-54.7% | $93,727-73.8% | $77,762-68.4% |
| Participation rate | 14.9% | 63.9%-49.1pp | 68.7%-53.8pp | 70.6%-55.7pp |
| Annual return | 5.18% | 30.58%-25.4pp | 133.83%-128.6pp | 31.27%-26.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,086 | $3,144-65.4% | $4,417-75.4% | $4,651-76.6% |
| Admin fee / account holder | $3,633 | $575+531.4% | $8,292-56.2% | $433+739.2% |