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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 | $84,824 | $62,177+36.4% | $81,370+4.2% | $74,478+13.9% |
| Participation rate | 51.4% | 64.1%-12.6pp | 69.5%-18.1pp | 67.2%-15.8pp |
| Annual return | 10.22% | 16.62%-6.4pp | 24.85%-14.6pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $1,649 | $1,881-12.3% | $2,464-33.1% | $2,626-37.2% |
| Participant deferral / active EE | $4,010 | $3,219+24.6% | $3,885+3.2% | $4,350-7.8% |
| Admin fee / account holder | $9,336 | $1,927+384.5% | $5,749+62.4% | $1,946+379.8% |