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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 | $59,920 | $58,868+1.8% | $191,597-68.7% | $64,097-6.5% |
| Participation rate | 61.5% | 50.0%+11.5pp | 76.9%-15.4pp | 55.2%+6.3pp |
| Annual return | 12.82% | 31.54%-18.7pp | 27.07%-14.2pp | 34.64%-21.8pp |
| Employer contribution / active EE | $1,498 | $2,243-33.2% | $5,025-70.2% | $1,891-20.8% |
| Participant deferral / active EE | $2,687 | $3,724-27.9% | $6,850-60.8% | $3,080-12.8% |
| Admin fee / account holder | $2,400 | $4,871-50.7% | $22,799-89.5% | $3,454-30.5% |