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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 | $31,689 | $69,745-54.6% | $67,511-53.1% | $74,546-57.5% |
| Participation rate | 63.6% | 71.3%-7.7pp | 72.9%-9.3pp | 67.2%-3.6pp |
| Annual return | 11.54% | -40.37%+51.9pp | 3517.41%-3505.9pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $802 | $2,705-70.3% | $2,733-70.6% | $2,624-69.4% |
| Participant deferral / active EE | $1,396 | $3,636-61.6% | $4,000-65.1% | $4,347-67.9% |
| Admin fee / account holder | $16,042 | $894+1694.4% | $3,999+301.2% | $1,944+725.4% |