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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 | $33,035 | $36,002-8.2% | $161,489-79.5% | $64,728-49.0% |
| Participation rate | 37.9% | 57.4%-19.6pp | 78.7%-40.8pp | 57.9%-20.0pp |
| Annual return | 4.68% | 33.93%-29.3pp | 89.72%-85.0pp | 49.38%-44.7pp |
| Employer contribution / active EE | $1,098 | $1,380-20.4% | $4,268-74.3% | $2,243-51.0% |
| Participant deferral / active EE | $1,593 | $1,815-12.2% | $5,630-71.7% | $2,729-41.6% |
| Admin fee / account holder | $5,444 | $931+485.0% | $16,006-66.0% | $1,145+375.4% |