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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 | $66,382 | $80,748-17.8% | $102,383-35.2% | $74,429-10.8% |
| Participation rate | 39.1% | 65.7%-26.5pp | 74.5%-35.4pp | 67.2%-28.1pp |
| Annual return | 10.16% | 27.57%-17.4pp | 24.94%-14.8pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $921 | $3,159-70.8% | $3,870-76.2% | $2,625-64.9% |
| Participant deferral / active EE | $2,785 | $3,861-27.9% | $5,060-44.9% | $4,348-35.9% |
| Admin fee / account holder | $7,326 | $2,371+209.0% | $8,391-12.7% | $1,944+276.8% |