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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 | $150,696 | $79,089+90.5% | $100,392+50.1% | $74,459+102.4% |
| Participation rate | 45.5% | 79.4%-33.9pp | 81.5%-36.0pp | 67.2%-21.7pp |
| Annual return | 3.45% | 20.61%-17.2pp | 49.45%-46.0pp | 1369.70%-1366.3pp |
| Employer contribution / active EE | $1,190 | $3,015-60.5% | $3,941-69.8% | $2,626-54.7% |
| Participant deferral / active EE | $3,448 | $7,747-55.5% | $8,090-57.4% | $4,350-20.7% |
| Admin fee / account holder | $3,094 | $1,336+131.5% | $7,904-60.9% | $1,945+59.1% |