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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 | $135,490 | $67,595+100.4% | $186,193-27.2% | $64,340+110.6% |
| Participation rate | 46.6% | 51.9%-5.3pp | 77.1%-30.5pp | 55.2%-8.6pp |
| Annual return | 13.49% | 17.46%-4.0pp | 78.03%-64.5pp | 24.14%-10.7pp |
| Employer contribution / active EE | $774 | $1,513-48.9% | $3,918-80.3% | $1,862-58.4% |
| Participant deferral / active EE | $3,220 | $3,023+6.5% | $6,513-50.6% | $2,980+8.0% |
| Admin fee / account holder | $4,559 | $5,311-14.2% | $11,058-58.8% | $3,703+23.1% |