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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 | $68,009 | $83,045-18.1% | $130,026-47.7% | $71,495-4.9% |
| Participation rate | 48.3% | 74.1%-25.8pp | 78.5%-30.2pp | 67.9%-19.6pp |
| Annual return | 14.04% | 20.61%-6.6pp | -137.26%+151.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $1,631 | $2,623-37.8% | $4,321-62.2% | $2,589-37.0% |
| Participant deferral / active EE | $2,295 | $4,436-48.3% | $5,821-60.6% | $4,291-46.5% |
| Admin fee / account holder | $7,582 | $1,727+339.1% | $10,608-28.5% | $1,588+377.6% |