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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 | $38,994 | $95,904-59.3% | $173,730-77.6% | $64,340-39.4% |
| Participation rate | 59.5% | 60.6%-1.1pp | 79.6%-20.1pp | 55.2%+4.2pp |
| Annual return | 8.92% | 17.47%-8.5pp | 19.96%-11.0pp | 24.14%-15.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,873 | $3,488+11.0% | $6,326-38.8% | $2,980+29.9% |
| Admin fee / account holder | $1,170 | $5,089-77.0% | $17,523-93.3% | $3,703-68.4% |