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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 | $62,166+36.4% | $81,286+4.4% | $74,429+14.0% |
| Participation rate | 51.4% | 64.1%-12.6pp | 69.5%-18.1pp | 67.2%-15.8pp |
| Annual return | 10.22% | 16.50%-6.3pp | 24.80%-14.6pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $1,649 | $1,881-12.3% | $2,463-33.0% | $2,625-37.2% |
| Participant deferral / active EE | $4,010 | $3,223+24.4% | $3,883+3.3% | $4,348-7.8% |
| Admin fee / account holder | $9,336 | $1,925+385.1% | $5,764+62.0% | $1,944+380.2% |