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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 | $97,511 | $64,890+50.3% | $134,172-27.3% | $67,986+43.4% |
| Participation rate | 47.1% | 48.5%-1.5pp | 72.5%-25.4pp | 57.2%-10.1pp |
| Annual return | 9.61% | 16.12%-6.5pp | 25.30%-15.7pp | 31.67%-22.1pp |
| Employer contribution / active EE | $1,507 | $1,360+10.9% | $3,420-55.9% | $2,019-25.3% |
| Participant deferral / active EE | $2,717 | $2,289+18.7% | $4,690-42.1% | $3,358-19.1% |
| Admin fee / account holder | $6,127 | $3,140+95.1% | $12,016-49.0% | $3,203+91.3% |