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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 | $73,171 | $65,125+12.4% | $143,797-49.1% | $66,949+9.3% |
| Participation rate | 59.0% | 65.2%-6.2pp | 80.3%-21.3pp | 69.8%-10.8pp |
| Annual return | -19.04% | -11.13%-7.9pp | -0.04%-19.0pp | 1.57%-20.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,039 | $2,920+209.5% | $5,638+60.3% | $4,239+113.2% |
| Admin fee / account holder | $2,048 | $503+307.3% | $14,679-86.1% | $594+244.9% |