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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 | $78,950 | $63,904+23.5% | $89,340-11.6% | $67,986+16.1% |
| Participation rate | 35.1% | 54.3%-19.2pp | 69.6%-34.4pp | 57.2%-22.1pp |
| Annual return | 10.15% | 18.09%-7.9pp | 20.57%-10.4pp | 31.67%-21.5pp |
| Employer contribution / active EE | $1,083 | $1,627-33.4% | $2,231-51.5% | $2,019-46.3% |
| Participant deferral / active EE | $2,181 | $2,691-19.0% | $3,823-42.9% | $3,358-35.1% |
| Admin fee / account holder | $18,903 | $3,315+470.3% | $6,704+182.0% | $3,203+490.1% |