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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 | $82,496 | $24,891+231.4% | $69,632+18.5% | $74,478+10.8% |
| Participation rate | 59.7% | 63.4%-3.8pp | 66.4%-6.7pp | 67.2%-7.5pp |
| Annual return | 11.15% | 18.53%-7.4pp | 101.32%-90.2pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $1,786 | $1,005+77.7% | $1,708+4.5% | $2,626-32.0% |
| Participant deferral / active EE | $3,564 | $1,908+86.8% | $2,889+23.4% | $4,350-18.1% |
| Admin fee / account holder | $4,215 | $1,904+121.3% | $4,695-10.2% | $1,946+116.6% |