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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 | $41,016+48.4% | $152,093-60.0% | $64,097-5.0% |
| Participation rate | 64.9% | 51.3%+13.6pp | 77.8%-12.8pp | 55.2%+9.8pp |
| Annual return | 8.96% | 39.60%-30.6pp | 66.36%-57.4pp | 34.64%-25.7pp |
| Employer contribution / active EE | $3,033 | $1,342+126.0% | $4,175-27.3% | $1,891+60.4% |
| Participant deferral / active EE | $2,367 | $1,927+22.8% | $5,451-56.6% | $3,080-23.1% |
| Admin fee / account holder | $29,990 | $2,305+1200.9% | $14,497+106.9% | $3,454+768.1% |