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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 | $139,093 | $85,515+62.7% | $112,040+24.1% | $67,986+104.6% |
| Participation rate | 58.4% | 68.2%-9.8pp | 76.5%-18.1pp | 57.2%+1.2pp |
| Annual return | 12.67% | 29.68%-17.0pp | 24.52%-11.8pp | 31.67%-19.0pp |
| Employer contribution / active EE | $2,121 | $2,191-3.2% | $2,954-28.2% | $2,019+5.0% |
| Participant deferral / active EE | $5,942 | $4,014+48.0% | $5,098+16.6% | $3,358+76.9% |
| Admin fee / account holder | $9,001 | $3,774+138.5% | $12,098-25.6% | $3,203+181.0% |