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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 | $94,540 | $55,437+70.5% | $155,534-39.2% | $74,459+27.0% |
| Participation rate | 48.8% | 61.9%-13.1pp | 78.2%-29.4pp | 67.2%-18.4pp |
| Annual return | 10.29% | 269.58%-259.3pp | 64.92%-54.6pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $1,126 | $2,266-50.3% | $4,675-75.9% | $2,626-57.1% |
| Participant deferral / active EE | $2,401 | $2,837-15.4% | $5,630-57.3% | $4,350-44.8% |
| Admin fee / account holder | $3,887 | $1,742+123.1% | $15,900-75.6% | $1,945+99.9% |