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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 | $77,670+8.4% | $125,529-32.9% | $65,306+28.9% |
| Participation rate | 65.1% | 63.2%+2.0pp | 74.7%-9.6pp | 57.7%+7.4pp |
| Annual return | 9.28% | 15.16%-5.9pp | 202.56%-193.3pp | 21.94%-12.7pp |
| Employer contribution / active EE | $1,853 | $2,099-11.7% | $3,058-39.4% | $1,967-5.8% |
| Participant deferral / active EE | $3,556 | $3,095+14.9% | $4,813-26.1% | $2,959+20.2% |
| Admin fee / account holder | $4,002 | $3,598+11.2% | $16,298-75.4% | $3,480+15.0% |