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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 | $13,511 | $44,898-69.9% | $85,126-84.1% | $199,921-93.2% |
| Participation rate | 6.3% | 45.7%-39.4pp | 67.5%-61.2pp | 72.0%-65.7pp |
| Annual return | 7.88% | 20.98%-13.1pp | 66.63%-58.8pp | 34.28%-26.4pp |
| Employer contribution / active EE | $0 | $1,367-100.0% | $2,731-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $193 | $2,670-92.8% | $4,523-95.7% | $5,089-96.2% |
| Admin fee / account holder | $3,775 | $585+544.8% | $6,160-38.7% | $269+1302.3% |