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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 | $54,019 | $45,602+18.5% | $117,529-54.0% | $66,949-19.3% |
| Participation rate | 53.0% | 57.6%-4.6pp | 70.6%-17.6pp | 69.8%-16.8pp |
| Annual return | -19.88% | -16.74%-3.1pp | 29.77%-49.6pp | 1.57%-21.4pp |
| Employer contribution / active EE | $2,065 | $1,579+30.8% | $4,179-50.6% | $2,545-18.9% |
| Participant deferral / active EE | $6,147 | $2,845+116.1% | $4,072+50.9% | $4,239+45.0% |
| Admin fee / account holder | $3,406 | $661+415.5% | $5,645-39.7% | $594+473.8% |