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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 | $34,899 | $91,424-61.8% | $135,942-74.3% | $71,495-51.2% |
| Participation rate | 44.1% | 75.7%-31.6pp | 81.9%-37.8pp | 67.9%-23.9pp |
| Annual return | 16.34% | 29.90%-13.6pp | 68.28%-51.9pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,572 | $3,704-57.6% | $4,858-67.6% | $2,589-39.3% |
| Participant deferral / active EE | $3,400 | $7,092-52.1% | $7,759-56.2% | $4,291-20.8% |
| Admin fee / account holder | $4,509 | $1,266+256.1% | $10,764-58.1% | $1,588+184.0% |