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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 | $24,700 | $45,126-45.3% | $85,187-71.0% | $74,459-66.8% |
| Participation rate | 53.1% | 49.4%+3.7pp | 67.5%-14.4pp | 67.2%-14.2pp |
| Annual return | 10.67% | 26.30%-15.6pp | 66.67%-56.0pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $1,099 | $1,460-24.7% | $2,732-59.8% | $2,626-58.2% |
| Participant deferral / active EE | $2,034 | $2,738-25.7% | $4,525-55.1% | $4,350-53.2% |
| Admin fee / account holder | $5,614 | $2,212+153.8% | $6,162-8.9% | $1,945+188.6% |