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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 | $109,993 | $85,515+28.6% | $112,040-1.8% | $67,986+61.8% |
| Participation rate | 66.2% | 68.2%-2.0pp | 76.5%-10.3pp | 57.2%+9.0pp |
| Annual return | 12.41% | 29.68%-17.3pp | 24.52%-12.1pp | 31.67%-19.3pp |
| Employer contribution / active EE | $2,034 | $2,191-7.2% | $2,954-31.2% | $2,019+0.7% |
| Participant deferral / active EE | $4,035 | $4,014+0.5% | $5,098-20.9% | $3,358+20.2% |
| Admin fee / account holder | $1,761 | $3,774-53.3% | $12,098-85.4% | $3,203-45.0% |