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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 | $64,239 | $83,045-22.6% | $130,045-50.6% | $71,511-10.2% |
| Participation rate | 43.9% | 74.1%-30.2pp | 78.5%-34.6pp | 67.9%-24.0pp |
| Annual return | 12.74% | 20.61%-7.9pp | -137.30%+150.0pp | 28.86%-16.1pp |
| Employer contribution / active EE | $1,401 | $2,623-46.6% | $4,321-67.6% | $2,589-45.9% |
| Participant deferral / active EE | $1,196 | $4,436-73.0% | $5,820-79.5% | $4,291-72.1% |
| Admin fee / account holder | $4,459 | $1,727+158.2% | $10,600-57.9% | $1,588+180.7% |