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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 | $54,481 | $91,760-40.6% | $156,181-65.1% | $67,986-19.9% |
| Participation rate | 57.1% | 65.0%-7.9pp | 78.8%-21.7pp | 57.2%-0.1pp |
| Annual return | 12.43% | 18.14%-5.7pp | 64.87%-52.4pp | 31.67%-19.2pp |
| Employer contribution / active EE | $1,065 | $2,419-56.0% | $4,294-75.2% | $2,019-47.3% |
| Participant deferral / active EE | $1,949 | $3,960-50.8% | $6,132-68.2% | $3,358-41.9% |
| Admin fee / account holder | $7,695 | $3,949+94.9% | $14,586-47.2% | $3,203+140.2% |