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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 | $30,445 | $55,470-45.1% | $155,556-80.4% | $74,478-59.1% |
| Participation rate | 54.8% | 61.9%-7.1pp | 78.2%-23.5pp | 67.2%-12.5pp |
| Annual return | 10.88% | 269.80%-258.9pp | 64.84%-54.0pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $931 | $2,267-58.9% | $4,675-80.1% | $2,626-64.6% |
| Participant deferral / active EE | $1,126 | $2,838-60.3% | $5,631-80.0% | $4,350-74.1% |
| Admin fee / account holder | $1,832 | $1,744+5.0% | $15,885-88.5% | $1,946-5.8% |