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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 | $56,642 | $65,246-13.2% | $98,716-42.6% | $67,986-16.7% |
| Participation rate | 47.7% | 51.4%-3.7pp | 69.3%-21.6pp | 57.2%-9.5pp |
| Annual return | 12.72% | 20.58%-7.9pp | 31.81%-19.1pp | 31.67%-18.9pp |
| Employer contribution / active EE | $161 | $1,042-84.5% | $2,279-92.9% | $2,019-92.0% |
| Participant deferral / active EE | $1,696 | $2,594-34.6% | $4,048-58.1% | $3,358-49.5% |
| Admin fee / account holder | $1,969 | $4,561-56.8% | $8,703-77.4% | $3,203-38.5% |