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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 | $52,899 | $101,653-48.0% | $147,080-64.0% | $74,459-29.0% |
| Participation rate | 48.8% | 75.6%-26.8pp | 82.2%-33.4pp | 67.2%-18.4pp |
| Annual return | 10.47% | 8754.98%-8744.5pp | 420.17%-409.7pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $1,502 | $3,813-60.6% | $4,933-69.6% | $2,626-42.8% |
| Participant deferral / active EE | $3,041 | $7,304-58.4% | $8,066-62.3% | $4,350-30.1% |
| Admin fee / account holder | $20,196 | $1,752+1053.1% | $12,989+55.5% | $1,945+938.5% |