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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 | $23,798 | $50,637-53.0% | $86,582-72.5% | $62,293-61.8% |
| Participation rate | 56.1% | 67.9%-11.8pp | 73.5%-17.4pp | 69.5%-13.4pp |
| Annual return | 2.94% | 20.80%-17.9pp | 965.08%-962.1pp | 28.90%-26.0pp |
| Employer contribution / active EE | $929 | $2,075-55.2% | $2,839-67.3% | $2,042-54.5% |
| Participant deferral / active EE | $1,193 | $2,611-54.3% | $3,609-66.9% | $3,169-62.3% |
| Admin fee / account holder | $2,031 | $413+391.5% | $4,904-58.6% | $479+323.8% |