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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 | $6,602 | $29,546-77.7% | $56,441-88.3% | $77,671-91.5% |
| Participation rate | 60.9% | 32.7%+28.3pp | 52.5%+8.5pp | 70.6%-9.6pp |
| Annual return | 9.83% | 19.01%-9.2pp | 1704.21%-1694.4pp | 31.21%-21.4pp |
| Employer contribution / active EE | $205 | $568-63.9% | $1,039-80.3% | $2,726-92.5% |
| Participant deferral / active EE | $525 | $1,061-50.5% | $1,953-73.1% | $4,648-88.7% |
| Admin fee / account holder | $1,029 | $1,046-1.6% | $2,829-63.6% | $430+139.2% |