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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 | $12,890 | $83,023-84.5% | $102,437-87.4% | $77,762-83.4% |
| Participation rate | 68.0% | 71.5%-3.6pp | 74.5%-6.5pp | 70.6%-2.6pp |
| Annual return | -87.12% | 19.12%-106.2pp | 24.95%-112.1pp | 31.27%-118.4pp |
| Employer contribution / active EE | $6,429 | $3,552+81.0% | $3,871+66.1% | $2,728+135.6% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $3,042 | $639+376.1% | $8,388-63.7% | $433+602.8% |