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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 | $134,406 | $80,983+66.0% | $96,544+39.2% | $75,177+78.8% |
| Participation rate | 69.0% | 71.8%-2.7pp | 76.0%-6.9pp | 67.2%+1.8pp |
| Annual return | 12.03% | 27.05%-15.0pp | 25.88%-13.8pp | 160.75%-148.7pp |
| Employer contribution / active EE | $1,363 | $2,282-40.3% | $2,966-54.1% | $2,671-49.0% |
| Participant deferral / active EE | $4,452 | $3,929+13.3% | $4,851-8.2% | $4,126+7.9% |
| Admin fee / account holder | $12,288 | $6,717+83.0% | $8,254+48.9% | $5,651+117.4% |