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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 | $49,600 | $83,045-40.3% | $130,026-61.9% | $71,495-30.6% |
| Participation rate | 57.2% | 74.1%-16.9pp | 78.5%-21.2pp | 67.9%-10.7pp |
| Annual return | 13.90% | 20.61%-6.7pp | -137.26%+151.2pp | 28.85%-14.9pp |
| Employer contribution / active EE | $2,221 | $2,623-15.3% | $4,321-48.6% | $2,589-14.2% |
| Participant deferral / active EE | $3,704 | $4,436-16.5% | $5,821-36.4% | $4,291-13.7% |
| Admin fee / account holder | $3,836 | $1,727+122.1% | $10,608-63.8% | $1,588+141.6% |