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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 | $66,381 | $41,150+61.3% | $80,607-17.6% | $71,495-7.2% |
| Participation rate | 58.3% | 50.3%+8.1pp | 67.0%-8.7pp | 67.9%-9.6pp |
| Annual return | -0.31% | 38.48%-38.8pp | 936.11%-936.4pp | 28.85%-29.2pp |
| Employer contribution / active EE | $787 | $1,515-48.1% | $2,724-71.1% | $2,589-69.6% |
| Participant deferral / active EE | $2,607 | $2,701-3.5% | $4,448-41.4% | $4,291-39.3% |
| Admin fee / account holder | $8,964 | $1,841+386.8% | $5,379+66.6% | $1,588+464.6% |