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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 | $58,230 | $54,690+6.5% | $76,030-23.4% | $74,478-21.8% |
| Participation rate | 67.3% | 60.3%+6.9pp | 69.1%-1.8pp | 67.2%+0.1pp |
| Annual return | 9.97% | 31.92%-21.9pp | 361.54%-351.6pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $1,114 | $1,781-37.4% | $2,688-58.5% | $2,626-57.6% |
| Participant deferral / active EE | $2,796 | $3,070-8.9% | $4,257-34.3% | $4,350-35.7% |
| Admin fee / account holder | $8,684 | $2,240+287.7% | $6,421+35.2% | $1,946+346.3% |