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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 | $45,286 | $48,432-6.5% | $121,204-62.6% | $71,511-36.7% |
| Participation rate | 66.7% | 54.3%+12.3pp | 69.5%-2.9pp | 67.9%-1.3pp |
| Annual return | 12.99% | 23.28%-10.3pp | 987.18%-974.2pp | 28.86%-15.9pp |
| Employer contribution / active EE | $994 | $1,493-33.4% | $4,170-76.2% | $2,589-61.6% |
| Participant deferral / active EE | $2,410 | $2,756-12.6% | $4,083-41.0% | $4,291-43.8% |
| Admin fee / account holder | $3,147 | $1,845+70.6% | $5,651-44.3% | $1,588+98.1% |