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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 | $7,771 | $27,876-72.1% | $83,854-90.7% | $65,191-88.1% |
| Participation rate | 24.2% | 23.2%+0.9pp | 59.1%-34.9pp | 63.0%-38.8pp |
| Annual return | 11.65% | 305.90%-294.2pp | 31.39%-19.7pp | 51.24%-39.6pp |
| Employer contribution / active EE | $42 | $472-91.1% | $1,017-95.9% | $2,400-98.2% |
| Participant deferral / active EE | $420 | $580-27.6% | $2,035-79.4% | $2,671-84.3% |
| Admin fee / account holder | $3,199 | $1,497+113.7% | $3,197+0.1% | $907+252.7% |