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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 | $31,765 | $56,047-43.3% | $98,716-67.8% | $79,634-60.1% |
| Participation rate | 32.7% | 54.6%-21.9pp | 69.3%-36.6pp | 62.5%-29.8pp |
| Annual return | 12.45% | 17.58%-5.1pp | 31.81%-19.4pp | 36.46%-24.0pp |
| Employer contribution / active EE | $265 | $1,237-78.6% | $2,279-88.4% | $2,529-89.5% |
| Participant deferral / active EE | $1,637 | $2,469-33.7% | $4,048-59.5% | $3,835-57.3% |
| Admin fee / account holder | $11,066 | $1,512+631.9% | $8,703+27.2% | $1,002+1004.5% |