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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 | $25,740 | $55,437-53.6% | $155,534-83.5% | $74,459-65.4% |
| Participation rate | 42.2% | 61.9%-19.6pp | 78.2%-36.0pp | 67.2%-25.0pp |
| Annual return | 10.99% | 269.58%-258.6pp | 64.92%-53.9pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $1,003 | $2,266-55.7% | $4,675-78.5% | $2,626-61.8% |
| Participant deferral / active EE | $1,355 | $2,837-52.2% | $5,630-75.9% | $4,350-68.8% |
| Admin fee / account holder | $525 | $1,742-69.8% | $15,900-96.7% | $1,945-73.0% |