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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 | $29,319-26.0% | $52,425-58.6% | $82,448-73.7% |
| Participation rate | 51.1% | 46.9%+4.2pp | 55.6%-4.6pp | 68.1%-17.0pp |
| Annual return | 11.16% | 535.20%-524.0pp | 302.12%-291.0pp | 41.64%-30.5pp |
| Employer contribution / active EE | $3,076 | $586+424.5% | $914+236.5% | $2,551+20.6% |
| Participant deferral / active EE | $545 | $1,171-53.4% | $1,790-69.5% | $4,139-86.8% |
| Admin fee / account holder | $935 | $1,962-52.4% | $2,495-62.5% | $7,234-87.1% |