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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 | $17,358 | $49,468-64.9% | $150,298-88.5% | $103,975-83.3% |
| Participation rate | 3.2% | 58.1%-54.9pp | 77.8%-74.6pp | 72.5%-69.3pp |
| Annual return | 11.21% | 38.98%-27.8pp | 62.79%-51.6pp | 19.41%-8.2pp |
| Employer contribution / active EE | $0 | $1,670-100.0% | $4,154-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $46 | $2,650-98.3% | $5,453-99.2% | $5,343-99.1% |
| Admin fee / account holder | $623 | $385+62.0% | $14,116-95.6% | $332+87.5% |