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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 | $44,254 | $101,672-56.5% | $147,117-69.9% | $74,478-40.6% |
| Participation rate | 54.1% | 75.5%-21.5pp | 82.2%-28.1pp | 67.2%-13.1pp |
| Annual return | 11.12% | 8757.83%-8746.7pp | 420.54%-409.4pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $1,005 | $3,813-73.6% | $4,932-79.6% | $2,626-61.7% |
| Participant deferral / active EE | $3,279 | $7,305-55.1% | $8,065-59.3% | $4,350-24.6% |
| Admin fee / account holder | $673 | $1,753-61.6% | $12,993-94.8% | $1,946-65.4% |