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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 | $21,697 | $36,948-41.3% | $73,658-70.5% | $87,485-75.2% |
| Participation rate | 51.1% | 46.8%+4.2pp | 57.0%-6.0pp | 68.9%-17.9pp |
| Annual return | 11.16% | 28.64%-17.5pp | 29.72%-18.6pp | 26.06%-14.9pp |
| Employer contribution / active EE | $3,076 | $670+359.1% | $1,032+198.0% | $2,596+18.5% |
| Participant deferral / active EE | $545 | $1,379-60.5% | $2,062-73.6% | $4,274-87.2% |
| Admin fee / account holder | $935 | $2,531-63.1% | $3,357-72.2% | $7,775-88.0% |