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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 | $7,771 | $26,936-71.2% | $53,647-85.5% | $71,012-89.1% |
| Participation rate | 24.2% | 21.9%+2.3pp | 56.3%-32.1pp | 58.6%-34.4pp |
| Annual return | 11.65% | 81.59%-69.9pp | 358.33%-346.7pp | 37.67%-26.0pp |
| Employer contribution / active EE | $42 | $335-87.5% | $962-95.6% | $2,348-98.2% |
| Participant deferral / active EE | $420 | $590-28.8% | $1,813-76.8% | $3,246-87.1% |
| Admin fee / account holder | $3,199 | $2,177+46.9% | $2,460+30.0% | $1,167+174.0% |