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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 | $60,874 | $45,343+34.3% | $150,298-59.5% | $67,986-10.5% |
| Participation rate | 64.9% | 51.9%+13.1pp | 77.8%-12.8pp | 57.2%+7.7pp |
| Annual return | 8.96% | 33.28%-24.3pp | 62.79%-53.8pp | 31.67%-22.7pp |
| Employer contribution / active EE | $3,033 | $1,462+107.5% | $4,154-27.0% | $2,019+50.3% |
| Participant deferral / active EE | $2,367 | $2,055+15.2% | $5,453-56.6% | $3,358-29.5% |
| Admin fee / account holder | $29,990 | $2,250+1233.0% | $14,116+112.5% | $3,203+836.2% |