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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 | $15,069 | $29,525-49.0% | $56,033-73.1% | $77,736-80.6% |
| Participation rate | 21.7% | 32.7%-11.0pp | 52.5%-30.8pp | 70.6%-48.9pp |
| Annual return | 6.27% | 18.90%-12.6pp | 1711.38%-1705.1pp | 31.26%-25.0pp |
| Employer contribution / active EE | $92 | $569-83.8% | $1,041-91.1% | $2,728-96.6% |
| Participant deferral / active EE | $1,105 | $1,062+4.1% | $1,954-43.5% | $4,651-76.2% |
| Admin fee / account holder | $1,021 | $1,040-1.9% | $2,827-63.9% | $433+135.6% |