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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 | $71,979 | $78,607-8.4% | $105,624-31.9% | $74,478-3.4% |
| Participation rate | 66.3% | 72.8%-6.5pp | 75.3%-8.9pp | 67.2%-0.9pp |
| Annual return | 10.05% | 15.96%-5.9pp | 116.20%-106.2pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $3,257 | $2,523+29.1% | $3,168+2.8% | $2,626+24.0% |
| Participant deferral / active EE | $4,544 | $4,325+5.1% | $5,013-9.3% | $4,350+4.5% |
| Admin fee / account holder | $5,601 | $2,220+152.3% | $10,961-48.9% | $1,946+187.9% |