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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 | $44,828 | $83,843-46.5% | $123,973-63.8% | $65,306-31.4% |
| Participation rate | 61.9% | 56.0%+5.9pp | 76.7%-14.8pp | 57.7%+4.2pp |
| Annual return | 4.85% | 19.87%-15.0pp | 388.13%-383.3pp | 21.94%-17.1pp |
| Employer contribution / active EE | $677 | $2,873-76.4% | $4,126-83.6% | $1,967-65.6% |
| Participant deferral / active EE | $3,112 | $2,997+3.8% | $5,247-40.7% | $2,959+5.1% |
| Admin fee / account holder | $3,854 | $4,735-18.6% | $11,799-67.3% | $3,480+10.8% |