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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 | $68,986 | $76,696-10.1% | $96,515-28.5% | $71,511-3.5% |
| Participation rate | 62.6% | 66.6%-4.0pp | 74.3%-11.7pp | 67.9%-5.3pp |
| Annual return | 12.74% | 48.32%-35.6pp | 35.73%-23.0pp | 28.86%-16.1pp |
| Employer contribution / active EE | $2,528 | $3,032-16.6% | $3,740-32.4% | $2,589-2.3% |
| Participant deferral / active EE | $6,111 | $3,770+62.1% | $4,880+25.2% | $4,291+42.4% |
| Admin fee / account holder | $11,702 | $2,030+476.5% | $6,735+73.7% | $1,588+636.7% |