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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 | $65,541 | $88,203-25.7% | $165,100-60.3% | $74,478-12.0% |
| Participation rate | 58.6% | 73.1%-14.5pp | 78.6%-20.0pp | 67.2%-8.6pp |
| Annual return | 10.67% | 17.13%-6.5pp | 70.21%-59.5pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $665 | $2,601-74.4% | $4,348-84.7% | $2,626-74.7% |
| Participant deferral / active EE | $2,332 | $4,505-48.2% | $6,035-61.4% | $4,350-46.4% |
| Admin fee / account holder | $7,237 | $2,235+223.8% | $12,696-43.0% | $1,946+271.9% |