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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 | $46,531 | $30,385+53.1% | $56,054-17.0% | $74,400-37.5% |
| Participation rate | 50.8% | 32.9%+17.9pp | 52.5%-1.7pp | 67.2%-16.4pp |
| Annual return | 9.46% | 24.92%-15.5pp | 1705.95%-1696.5pp | 1367.51%-1358.1pp |
| Employer contribution / active EE | $567 | $609-6.9% | $1,039-45.4% | $2,624-78.4% |
| Participant deferral / active EE | $3,633 | $1,174+209.6% | $1,952+86.1% | $4,348-16.4% |
| Admin fee / account holder | $4,756 | $2,361+101.4% | $2,822+68.5% | $1,944+144.7% |