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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 | $40,937 | $65,322-37.3% | $70,476-41.9% | $73,493-44.3% |
| Participation rate | 69.5% | 77.0%-7.4pp | 75.1%-5.5pp | 70.7%-1.2pp |
| Annual return | 5.64% | 15.71%-10.1pp | 109.12%-103.5pp | 28.51%-22.9pp |
| Employer contribution / active EE | $2,852 | $2,460+16.0% | $2,738+4.2% | $2,270+25.7% |
| Participant deferral / active EE | $5,769 | $3,375+70.9% | $3,710+55.5% | $3,740+54.3% |
| Admin fee / account holder | $1,934 | $214+803.7% | $3,847-49.7% | $513+277.0% |