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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 | $45,123-54.0% | $85,240-75.6% | $74,478-72.1% |
| Participation rate | 35.6% | 49.4%-13.8pp | 67.5%-31.9pp | 67.2%-31.6pp |
| Annual return | 9.04% | 26.32%-17.3pp | 66.75%-57.7pp | 1370.56%-1361.5pp |
| Employer contribution / active EE | $657 | $1,459-54.9% | $2,735-76.0% | $2,626-75.0% |
| Participant deferral / active EE | $2,030 | $2,736-25.8% | $4,527-55.2% | $4,350-53.3% |
| Admin fee / account holder | $5,152 | $2,215+132.7% | $6,165-16.4% | $1,946+164.8% |