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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 | $92,440 | $53,901+71.5% | $134,162-31.1% | $73,497+25.8% |
| Participation rate | 68.6% | 62.8%+5.8pp | 72.2%-3.6pp | 70.7%-2.1pp |
| Annual return | -4.90% | 15.82%-20.7pp | 36.35%-41.2pp | 28.51%-33.4pp |
| Employer contribution / active EE | $2,245 | $1,458+54.0% | $3,705-39.4% | $2,270-1.1% |
| Participant deferral / active EE | $3,946 | $2,739+44.1% | $3,500+12.7% | $3,740+5.5% |
| Admin fee / account holder | $20,238 | $581+3386.0% | $6,685+202.7% | $513+3844.4% |