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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 | $80,674-44.4% | $119,126-62.4% | $64,340-30.3% |
| Participation rate | 61.9% | 55.2%+6.7pp | 75.8%-13.9pp | 55.2%+6.7pp |
| Annual return | 4.85% | 26.86%-22.0pp | 282.11%-277.3pp | 24.14%-19.3pp |
| Employer contribution / active EE | $677 | $2,564-73.6% | $4,034-83.2% | $1,862-63.6% |
| Participant deferral / active EE | $3,112 | $3,053+1.9% | $5,318-41.5% | $2,980+4.4% |
| Admin fee / account holder | $3,854 | $4,559-15.5% | $10,693-64.0% | $3,703+4.1% |