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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 | $64,665 | $80,753-19.9% | $136,298-52.6% | $62,293+3.8% |
| Participation rate | 61.9% | 73.5%-11.6pp | 81.9%-20.0pp | 69.5%-7.6pp |
| Annual return | 12.11% | 35.83%-23.7pp | 5156.27%-5144.2pp | 28.90%-16.8pp |
| Employer contribution / active EE | $2,179 | $2,884-24.4% | $4,696-53.6% | $2,042+6.7% |
| Participant deferral / active EE | $1,050 | $5,164-79.7% | $6,247-83.2% | $3,169-66.9% |
| Admin fee / account holder | $1,829 | $525+248.2% | $9,244-80.2% | $479+281.6% |