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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 | $65,131 | $84,493-22.9% | $125,381-48.1% | $66,938-2.7% |
| Participation rate | 68.6% | 76.4%-7.8pp | 82.4%-13.7pp | 69.8%-1.2pp |
| Annual return | -21.81% | -8.49%-13.3pp | 572.31%-594.1pp | 1.58%-23.4pp |
| Employer contribution / active EE | $4,281 | $3,554+20.5% | $4,815-11.1% | $2,545+68.2% |
| Participant deferral / active EE | $5,429 | $6,783-20.0% | $7,448-27.1% | $4,238+28.1% |
| Admin fee / account holder | $8,675 | $685+1166.4% | $10,007-13.3% | $594+1361.6% |