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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 | $121,199 | $91,474+32.5% | $135,982-10.9% | $71,529+69.4% |
| Participation rate | 61.4% | 75.7%-14.3pp | 81.9%-20.5pp | 67.9%-6.6pp |
| Annual return | 15.01% | 29.89%-14.9pp | 68.32%-53.3pp | 28.97%-14.0pp |
| Employer contribution / active EE | $2,315 | $3,705-37.5% | $4,859-52.4% | $2,590-10.6% |
| Participant deferral / active EE | $7,831 | $7,095+10.4% | $7,760+0.9% | $4,291+82.5% |
| Admin fee / account holder | $4,590 | $1,267+262.2% | $10,767-57.4% | $1,588+189.0% |