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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 | $83,369-26.5% | $105,223-41.8% | $67,986-9.9% |
| Participation rate | 53.7% | 56.3%-2.6pp | 75.0%-21.3pp | 57.2%-3.5pp |
| Annual return | 9.67% | 24.64%-15.0pp | 180.65%-171.0pp | 31.67%-22.0pp |
| Employer contribution / active EE | $640 | $2,541-74.8% | $3,689-82.6% | $2,019-68.3% |
| Participant deferral / active EE | $4,342 | $3,295+31.8% | $5,072-14.4% | $3,358+29.3% |
| Admin fee / account holder | $24,940 | $4,073+512.4% | $8,859+181.5% | $3,203+678.6% |