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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 | $216,680 | $79,867+171.3% | $120,344+80.1% | $64,340+236.8% |
| Participation rate | 0.0% | 63.0%-63.0pp | 76.7%-76.7pp | 55.2%-55.2pp |
| Annual return | 8.52% | 21.10%-12.6pp | 20.30%-11.8pp | 24.14%-15.6pp |
| Employer contribution / active EE | $2,839 | $1,925+47.5% | $3,020-6.0% | $1,862+52.5% |
| Participant deferral / active EE | $11,657 | $3,593+224.4% | $5,135+127.0% | $2,980+291.1% |
| Admin fee / account holder | $28,525 | $5,039+466.1% | $12,742+123.9% | $3,703+670.4% |