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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 | $69,268 | $62,177+11.4% | $81,370-14.9% | $74,478-7.0% |
| Participation rate | 54.7% | 64.1%-9.4pp | 69.5%-14.8pp | 67.2%-12.5pp |
| Annual return | 5.76% | 16.62%-10.9pp | 24.85%-19.1pp | 1370.56%-1364.8pp |
| Employer contribution / active EE | $2,703 | $1,881+43.7% | $2,464+9.7% | $2,626+2.9% |
| Participant deferral / active EE | $3,497 | $3,219+8.6% | $3,885-10.0% | $4,350-19.6% |
| Admin fee / account holder | $16,232 | $1,927+742.5% | $5,749+182.3% | $1,946+734.2% |