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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 | $19,618 | $76,407-74.3% | $150,298-86.9% | $82,448-76.2% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 12.89% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $763 | $2,614-70.8% | $4,154-81.6% | $2,551-70.1% |
| Participant deferral / active EE | $906 | $3,214-71.8% | $5,453-83.4% | $4,139-78.1% |
| Admin fee / account holder | $757 | $6,352-88.1% | $14,116-94.6% | $7,234-89.5% |