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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 | $17,930 | $65,960-72.8% | $81,882-78.1% | $77,762-76.9% |
| Participation rate | 20.7% | 65.8%-45.1pp | 72.4%-51.7pp | 70.6%-49.9pp |
| Annual return | 10.99% | 26.64%-15.7pp | 779.47%-768.5pp | 31.27%-20.3pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $992 | $3,505-71.7% | $4,323-77.0% | $4,651-78.7% |
| Admin fee / account holder | $6,368 | $526+1109.6% | $7,360-13.5% | $433+1371.1% |