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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 | $39,422 | $85,515-53.9% | $112,040-64.8% | $67,986-42.0% |
| Participation rate | 53.3% | 68.2%-14.9pp | 76.5%-23.2pp | 57.2%-3.9pp |
| Annual return | 11.54% | 29.68%-18.1pp | 24.52%-13.0pp | 31.67%-20.1pp |
| Employer contribution / active EE | $1,277 | $2,191-41.7% | $2,954-56.8% | $2,019-36.8% |
| Participant deferral / active EE | $2,755 | $4,014-31.4% | $5,098-46.0% | $3,358-18.0% |
| Admin fee / account holder | $7,240 | $3,774+91.8% | $12,098-40.2% | $3,203+126.0% |