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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 | $37,976 | $65,960-42.4% | $81,844-53.6% | $77,736-51.1% |
| Participation rate | 27.3% | 65.8%-38.5pp | 72.4%-45.1pp | 70.6%-43.3pp |
| Annual return | 11.24% | 26.64%-15.4pp | 778.87%-767.6pp | 31.26%-20.0pp |
| Employer contribution / active EE | $608 | $2,375-74.4% | $2,916-79.2% | $2,728-77.7% |
| Participant deferral / active EE | $1,047 | $3,505-70.1% | $4,323-75.8% | $4,651-77.5% |
| Admin fee / account holder | $904 | $526+71.7% | $7,355-87.7% | $433+108.6% |