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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 | $97,912 | $78,562+24.6% | $105,608-7.3% | $74,429+31.6% |
| Participation rate | 47.5% | 72.8%-25.3pp | 75.3%-27.8pp | 67.2%-19.8pp |
| Annual return | 10.87% | 15.94%-5.1pp | 116.50%-105.6pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $1,286 | $2,521-49.0% | $3,167-59.4% | $2,625-51.0% |
| Participant deferral / active EE | $1,691 | $4,321-60.9% | $5,010-66.2% | $4,348-61.1% |
| Admin fee / account holder | $9,628 | $2,217+334.3% | $11,028-12.7% | $1,944+395.2% |