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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 | $29,289 | $73,102-59.9% | $123,549-76.3% | $56,287-48.0% |
| Participation rate | 67.3% | 74.3%-7.0pp | 82.3%-15.0pp | 69.9%-2.6pp |
| Annual return | -8.57% | 3.01%-11.6pp | 119.20%-127.8pp | -9.96%+1.4pp |
| Employer contribution / active EE | $2,370 | $2,977-20.4% | $4,628-48.8% | $2,111+12.3% |
| Participant deferral / active EE | $5,148 | $5,423-5.1% | $6,426-19.9% | $3,350+53.7% |
| Admin fee / account holder | $1,689 | $554+205.1% | $9,284-81.8% | $521+224.3% |