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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 | $58,302 | $79,189-26.4% | $102,457-43.1% | $74,400-21.6% |
| Participation rate | 42.8% | 74.8%-32.0pp | 76.5%-33.7pp | 67.2%-24.4pp |
| Annual return | 10.55% | 54.98%-44.4pp | 29.41%-18.9pp | 1367.51%-1357.0pp |
| Employer contribution / active EE | $894 | $2,362-62.1% | $3,022-70.4% | $2,624-65.9% |
| Participant deferral / active EE | $1,700 | $4,415-61.5% | $5,054-66.4% | $4,348-60.9% |
| Admin fee / account holder | $3,370 | $2,002+68.3% | $9,451-64.3% | $1,944+73.4% |