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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 | $23,396 | $61,787-62.1% | $97,197-75.9% | $80,925-71.1% |
| Participation rate | 61.3% | 63.5%-2.2pp | 72.7%-11.4pp | 67.7%-6.4pp |
| Annual return | 5.40% | -558.16%+563.6pp | 75.47%-70.1pp | 35.65%-30.2pp |
| Employer contribution / active EE | $2,207 | $1,836+20.2% | $2,723-18.9% | $2,756-19.9% |
| Participant deferral / active EE | $3,916 | $3,027+29.4% | $4,263-8.1% | $4,299-8.9% |
| Admin fee / account holder | $3,211 | $5,170-37.9% | $5,637-43.0% | $6,940-53.7% |