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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 | $75,124 | $76,112-1.3% | $96,544-22.2% | $71,529+5.0% |
| Participation rate | 64.5% | 74.4%-9.9pp | 76.0%-11.5pp | 67.9%-3.4pp |
| Annual return | 11.98% | 22.80%-10.8pp | 25.88%-13.9pp | 28.97%-17.0pp |
| Employer contribution / active EE | $2,157 | $2,248-4.0% | $2,966-27.3% | $2,590-16.7% |
| Participant deferral / active EE | $1,524 | $4,217-63.8% | $4,851-68.6% | $4,291-64.5% |
| Admin fee / account holder | $5,142 | $2,708+89.8% | $8,254-37.7% | $1,588+223.7% |