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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 | $48,244 | $90,745-46.8% | $130,231-63.0% | $75,173-35.8% |
| Participation rate | 47.4% | 71.1%-23.7pp | 76.3%-28.9pp | 67.2%-19.8pp |
| Annual return | 12.55% | 34.45%-21.9pp | 38.86%-26.3pp | 160.72%-148.2pp |
| Employer contribution / active EE | $3,886 | $3,314+17.3% | $4,126-5.8% | $2,671+45.5% |
| Participant deferral / active EE | $8,827 | $5,362+64.6% | $6,799+29.8% | $4,126+113.9% |
| Admin fee / account holder | $9,022 | $6,331+42.5% | $6,020+49.9% | $5,651+59.7% |