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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 | $61,259 | $80,674-24.1% | $119,126-48.6% | $64,340-4.8% |
| Participation rate | 53.7% | 55.2%-1.5pp | 75.8%-22.0pp | 55.2%-1.5pp |
| Annual return | 9.67% | 26.86%-17.2pp | 282.11%-272.4pp | 24.14%-14.5pp |
| Employer contribution / active EE | $640 | $2,564-75.0% | $4,034-84.1% | $1,862-65.6% |
| Participant deferral / active EE | $4,342 | $3,053+42.2% | $5,318-18.4% | $2,980+45.7% |
| Admin fee / account holder | $24,940 | $4,559+447.1% | $10,693+133.2% | $3,703+573.6% |