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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 | $43,416 | $91,424-52.5% | $135,942-68.1% | $71,495-39.3% |
| Participation rate | 37.4% | 75.7%-38.2pp | 81.9%-44.5pp | 67.9%-30.5pp |
| Annual return | 16.11% | 29.90%-13.8pp | 68.28%-52.2pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,377 | $3,704-62.8% | $4,858-71.7% | $2,589-46.8% |
| Participant deferral / active EE | $3,121 | $7,092-56.0% | $7,759-59.8% | $4,291-27.3% |
| Admin fee / account holder | $1,310 | $1,266+3.4% | $10,764-87.8% | $1,588-17.5% |