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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 | $41,244 | $48,432-14.8% | $121,169-66.0% | $71,495-42.3% |
| Participation rate | 65.2% | 54.3%+10.9pp | 69.5%-4.3pp | 67.9%-2.7pp |
| Annual return | 12.73% | 23.28%-10.5pp | 986.71%-974.0pp | 28.85%-16.1pp |
| Employer contribution / active EE | $1,508 | $1,493+1.0% | $4,168-63.8% | $2,589-41.8% |
| Participant deferral / active EE | $2,648 | $2,756-3.9% | $4,083-35.1% | $4,291-38.3% |
| Admin fee / account holder | $4,017 | $1,845+117.7% | $5,645-28.9% | $1,588+153.0% |