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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 | $21,539 | $78,027-72.4% | $178,528-87.9% | $80,925-73.4% |
| Participation rate | 8.2% | 65.7%-57.5pp | 77.1%-68.9pp | 67.7%-59.5pp |
| Annual return | 10.72% | 18.09%-7.4pp | 27.11%-16.4pp | 35.65%-24.9pp |
| Employer contribution / active EE | $5,290 | $2,281+131.9% | $3,950+33.9% | $2,756+91.9% |
| Participant deferral / active EE | $3,902 | $4,408-11.5% | $6,278-37.9% | $4,299-9.2% |
| Admin fee / account holder | $2,041 | $7,168-71.5% | $10,419-80.4% | $6,940-70.6% |