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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 | $46,357 | $24,891+86.2% | $69,632-33.4% | $74,478-37.8% |
| Participation rate | 42.9% | 63.4%-20.6pp | 66.4%-23.6pp | 67.2%-24.4pp |
| Annual return | 11.61% | 18.53%-6.9pp | 101.32%-89.7pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $1,003 | $1,005-0.2% | $1,708-41.3% | $2,626-61.8% |
| Participant deferral / active EE | $1,782 | $1,908-6.6% | $2,889-38.3% | $4,350-59.0% |
| Admin fee / account holder | $1,352 | $1,904-29.0% | $4,695-71.2% | $1,946-30.5% |