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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 | $84,075 | $59,220+42.0% | $96,570-12.9% | $79,391+5.9% |
| Participation rate | 44.8% | 61.9%-17.1pp | 69.8%-25.0pp | 70.7%-25.9pp |
| Annual return | 4.42% | 27.08%-22.7pp | 37.79%-33.4pp | 116.88%-112.5pp |
| Employer contribution / active EE | $1,560 | $1,216+28.2% | $2,357-33.8% | $2,428-35.8% |
| Participant deferral / active EE | $757 | $2,948-74.3% | $3,849-80.3% | $4,046-81.3% |
| Admin fee / account holder | $5,003 | $659+659.7% | $6,182-19.1% | $627+698.5% |