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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 | $101,039 | $80,763+25.1% | $102,412-1.3% | $74,459+35.7% |
| Participation rate | 62.8% | 65.7%-2.8pp | 74.5%-11.7pp | 67.2%-4.4pp |
| Annual return | 10.17% | 27.57%-17.4pp | 24.94%-14.8pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $8,086 | $3,160+155.9% | $3,870+108.9% | $2,626+207.9% |
| Participant deferral / active EE | $5,286 | $3,862+36.9% | $5,060+4.5% | $4,350+21.5% |
| Admin fee / account holder | $3,606 | $2,371+52.0% | $8,388-57.0% | $1,945+85.4% |