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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 | $119,495 | $91,760+30.2% | $156,181-23.5% | $67,986+75.8% |
| Participation rate | 65.0% | 65.0%0pp | 78.8%-13.8pp | 57.2%+7.8pp |
| Annual return | 12.66% | 18.14%-5.5pp | 64.87%-52.2pp | 31.67%-19.0pp |
| Employer contribution / active EE | $2,442 | $2,419+1.0% | $4,294-43.1% | $2,019+21.0% |
| Participant deferral / active EE | $5,071 | $3,960+28.1% | $6,132-17.3% | $3,358+51.0% |
| Admin fee / account holder | $11,845 | $3,949+200.0% | $14,586-18.8% | $3,203+269.8% |