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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 | $53,224 | $55,470-4.0% | $155,556-65.8% | $74,478-28.5% |
| Participation rate | 25.6% | 61.9%-36.3pp | 78.2%-52.6pp | 67.2%-41.6pp |
| Annual return | 11.11% | 269.80%-258.7pp | 64.84%-53.7pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $407 | $2,267-82.0% | $4,675-91.3% | $2,626-84.5% |
| Participant deferral / active EE | $1,266 | $2,838-55.4% | $5,631-77.5% | $4,350-70.9% |
| Admin fee / account holder | $4,184 | $1,744+139.9% | $15,885-73.7% | $1,946+115.0% |