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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 | $35,740 | $106,236-66.4% | $112,249-68.2% | $64,819-44.9% |
| Participation rate | 22.6% | 71.7%-49.1pp | 75.1%-52.5pp | 71.5%-48.9pp |
| Annual return | -18.35% | -6.02%-12.3pp | 27.48%-45.8pp | 32.84%-51.2pp |
| Employer contribution / active EE | $689 | $3,166-78.2% | $3,636-81.1% | $2,507-72.5% |
| Participant deferral / active EE | $1,751 | $3,785-53.7% | $4,729-63.0% | $4,311-59.4% |
| Admin fee / account holder | $1,088 | $452+141.0% | $6,412-83.0% | $188+479.4% |