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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 | $31,499 | $26,137+20.5% | $58,561-46.2% | $74,460-57.7% |
| Participation rate | 6.5% | 32.2%-25.7pp | 50.9%-44.4pp | 70.7%-64.3pp |
| Annual return | 14.07% | 32.53%-18.5pp | 4251.33%-4237.3pp | 34.38%-20.3pp |
| Employer contribution / active EE | $215 | $537-59.9% | $1,053-79.5% | $2,638-91.8% |
| Participant deferral / active EE | $358 | $1,076-66.7% | $1,923-81.4% | $4,530-92.1% |
| Admin fee / account holder | $5,861 | $648+804.3% | $2,520+132.5% | $348+1585.2% |