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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 | $20,770 | $44,984-53.8% | $85,009-75.6% | $74,546-72.1% |
| Participation rate | 35.6% | 49.4%-13.8pp | 67.5%-31.9pp | 67.2%-31.6pp |
| Annual return | 9.04% | 26.25%-17.2pp | 66.47%-57.4pp | 1366.03%-1357.0pp |
| Employer contribution / active EE | $657 | $1,458-54.9% | $2,728-75.9% | $2,624-75.0% |
| Participant deferral / active EE | $2,030 | $2,733-25.7% | $4,522-55.1% | $4,347-53.3% |
| Admin fee / account holder | $5,152 | $2,208+133.3% | $6,153-16.3% | $1,944+165.1% |