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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 | $84,211 | $76,383+10.2% | $121,663-30.8% | $64,340+30.9% |
| Participation rate | 65.1% | 60.4%+4.7pp | 74.5%-9.4pp | 55.2%+9.9pp |
| Annual return | 9.28% | 16.98%-7.7pp | 147.54%-138.3pp | 24.14%-14.9pp |
| Employer contribution / active EE | $1,853 | $1,943-4.6% | $3,020-38.6% | $1,862-0.5% |
| Participant deferral / active EE | $3,556 | $3,149+12.9% | $4,887-27.2% | $2,980+19.3% |
| Admin fee / account holder | $4,002 | $4,142-3.4% | $14,289-72.0% | $3,703+8.1% |