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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 | $49,686 | $51,283-3.1% | $95,740-48.1% | $71,511-30.5% |
| Participation rate | 66.9% | 63.1%+3.9pp | 72.3%-5.3pp | 67.9%-1.0pp |
| Annual return | 13.30% | 25.25%-12.0pp | 28.41%-15.1pp | 28.86%-15.6pp |
| Employer contribution / active EE | $1,941 | $1,817+6.8% | $2,836-31.6% | $2,589-25.0% |
| Participant deferral / active EE | $3,973 | $3,365+18.1% | $4,244-6.4% | $4,291-7.4% |
| Admin fee / account holder | $1,583 | $1,135+39.5% | $5,676-72.1% | $1,588-0.3% |