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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 | $81,334-51.5% | $113,397-65.2% | $64,097-38.5% |
| Participation rate | 53.3% | 65.6%-12.4pp | 76.5%-23.2pp | 55.2%-1.9pp |
| Annual return | 11.54% | 32.50%-21.0pp | 23.20%-11.7pp | 34.64%-23.1pp |
| Employer contribution / active EE | $1,277 | $2,077-38.5% | $2,977-57.1% | $1,891-32.5% |
| Participant deferral / active EE | $2,755 | $3,795-27.4% | $5,076-45.7% | $3,080-10.5% |
| Admin fee / account holder | $7,240 | $4,208+72.0% | $11,957-39.5% | $3,454+109.6% |