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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 | $62,086+27.2% | $90,259-12.5% | $64,340+22.7% |
| Participation rate | 35.1% | 53.9%-18.8pp | 70.7%-35.6pp | 55.2%-20.1pp |
| Annual return | 10.15% | 16.73%-6.6pp | 18.88%-8.7pp | 24.14%-14.0pp |
| Employer contribution / active EE | $1,083 | $1,883-42.5% | $2,291-52.7% | $1,862-41.8% |
| Participant deferral / active EE | $2,181 | $2,557-14.7% | $3,827-43.0% | $2,980-26.8% |
| Admin fee / account holder | $18,903 | $3,317+469.8% | $7,267+160.1% | $3,703+410.5% |