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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 | $57,230 | $101,672-43.7% | $147,117-61.1% | $74,478-23.2% |
| Participation rate | 66.7% | 75.5%-8.9pp | 82.2%-15.5pp | 67.2%-0.6pp |
| Annual return | -0.25% | 8757.83%-8758.1pp | 420.54%-420.8pp | 1370.56%-1370.8pp |
| Employer contribution / active EE | $3,302 | $3,813-13.4% | $4,932-33.1% | $2,626+25.7% |
| Participant deferral / active EE | $5,229 | $7,305-28.4% | $8,065-35.2% | $4,350+20.2% |
| Admin fee / account holder | $564 | $1,753-67.8% | $12,993-95.7% | $1,946-71.0% |