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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 | $87,735 | $104,479-16.0% | $159,474-45.0% | $79,391+10.5% |
| Participation rate | 68.8% | 76.6%-7.8pp | 82.8%-14.0pp | 70.7%-1.9pp |
| Annual return | 13.53% | 67.98%-54.4pp | 263.68%-250.1pp | 116.88%-103.4pp |
| Employer contribution / active EE | $923 | $3,417-73.0% | $4,831-80.9% | $2,428-62.0% |
| Participant deferral / active EE | $4,008 | $6,468-38.0% | $7,353-45.5% | $4,046-0.9% |
| Admin fee / account holder | $2,238 | $711+214.6% | $10,802-79.3% | $627+257.2% |