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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 | $91,120-57.2% | $161,149-75.8% | $64,097-39.2% |
| Participation rate | 59.5% | 62.2%-2.7pp | 78.8%-19.4pp | 55.2%+4.3pp |
| Annual return | 8.92% | 17.95%-9.0pp | 21.16%-12.2pp | 34.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $4,360-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,873 | $3,708+4.4% | $6,153-37.1% | $3,080+25.7% |
| Admin fee / account holder | $1,170 | $4,535-74.2% | $15,194-92.3% | $3,454-66.1% |