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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 | $40,230 | $54,245-25.8% | $93,727-57.1% | $77,762-48.3% |
| Participation rate | 37.9% | 63.9%-26.0pp | 68.7%-30.8pp | 70.6%-32.7pp |
| Annual return | 9.10% | 30.58%-21.5pp | 133.83%-124.7pp | 31.27%-22.2pp |
| Employer contribution / active EE | $740 | $1,168-36.6% | $2,421-69.4% | $2,728-72.9% |
| Participant deferral / active EE | $2,073 | $3,144-34.1% | $4,417-53.1% | $4,651-55.4% |
| Admin fee / account holder | $5,732 | $575+896.1% | $8,292-30.9% | $433+1224.1% |