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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 | $29,525-77.6% | $56,033-88.2% | $77,736-91.5% |
| Participation rate | 60.9% | 32.7%+28.3pp | 52.5%+8.5pp | 70.6%-9.6pp |
| Annual return | 9.83% | 18.90%-9.1pp | 1711.38%-1701.5pp | 31.26%-21.4pp |
| Employer contribution / active EE | $205 | $569-64.0% | $1,041-80.3% | $2,728-92.5% |
| Participant deferral / active EE | $525 | $1,062-50.5% | $1,954-73.1% | $4,651-88.7% |
| Admin fee / account holder | $1,029 | $1,040-1.0% | $2,827-63.6% | $433+137.5% |