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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 | $71,615+36.2% | $153,416-36.4% | $65,306+49.3% |
| Participation rate | 47.1% | 49.3%-2.2pp | 74.3%-27.3pp | 57.7%-10.6pp |
| Annual return | 9.61% | 12.62%-3.0pp | 17.84%-8.2pp | 21.94%-12.3pp |
| Employer contribution / active EE | $1,507 | $1,488+1.3% | $3,764-60.0% | $1,967-23.4% |
| Participant deferral / active EE | $2,717 | $2,236+21.5% | $4,723-42.5% | $2,959-8.2% |
| Admin fee / account holder | $6,127 | $3,498+75.1% | $13,095-53.2% | $3,480+76.1% |