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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 | $17,348 | $91,179-81.0% | $178,499-90.3% | $79,852-78.3% |
| Participation rate | 69.6% | 69.2%+0.4pp | 81.9%-12.4pp | 69.6%-0.1pp |
| Annual return | 8.77% | 24.19%-15.4pp | 151.10%-142.3pp | 31.72%-22.9pp |
| Employer contribution / active EE | $2,179 | $3,256-33.1% | $5,011-56.5% | $2,471-11.8% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,172 | $6,749-82.6% | $13,986-91.6% | $5,306-77.9% |