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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,476 | $89,515-84.9% | $103,065-86.9% | $80,959-83.4% |
| Participation rate | 67.9% | 76.0%-8.1pp | 80.6%-12.6pp | 67.7%+0.3pp |
| Annual return | 11.14% | 22.82%-11.7pp | 23.95%-12.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,238 | $4,015-69.2% | $4,675-73.5% | $2,757-55.1% |
| Participant deferral / active EE | $2,672 | $5,463-51.1% | $6,625-59.7% | $4,300-37.9% |
| Admin fee / account holder | $7,722 | $6,527+18.3% | $9,349-17.4% | $6,925+11.5% |