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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 | $58,366 | $89,370-34.7% | $141,197-58.7% | $72,976-20.0% |
| Participation rate | 65.2% | 75.1%-10.0pp | 82.5%-17.3pp | 69.5%-4.3pp |
| Annual return | 14.27% | 111.88%-97.6pp | 71.41%-57.1pp | 81.02%-66.7pp |
| Employer contribution / active EE | $1,374 | $3,115-55.9% | $4,736-71.0% | $2,440-43.7% |
| Participant deferral / active EE | $1,873 | $5,419-65.4% | $6,710-72.1% | $3,608-48.1% |
| Admin fee / account holder | $2,678 | $5,957-55.0% | $10,265-73.9% | $5,124-47.7% |