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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,793 | $55,446-24.6% | $155,574-73.1% | $74,429-43.8% |
| Participation rate | 44.3% | 61.9%-17.6pp | 78.2%-34.0pp | 67.2%-23.0pp |
| Annual return | 9.08% | 269.20%-260.1pp | 64.87%-55.8pp | 1368.38%-1359.3pp |
| Employer contribution / active EE | $905 | $2,266-60.0% | $4,676-80.6% | $2,625-65.5% |
| Participant deferral / active EE | $1,766 | $2,836-37.7% | $5,629-68.6% | $4,348-59.4% |
| Admin fee / account holder | $12,156 | $1,743+597.4% | $15,914-23.6% | $1,944+525.2% |