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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 | $4,083 | $65,092-93.7% | $143,799-97.2% | $66,938-93.9% |
| Participation rate | 58.0% | 65.2%-7.2pp | 80.3%-22.3pp | 69.8%-11.8pp |
| Annual return | -29.64% | -11.14%-18.5pp | -0.04%-29.6pp | 1.58%-31.2pp |
| Employer contribution / active EE | $661 | $2,362-72.0% | $4,952-86.7% | $2,545-74.0% |
| Participant deferral / active EE | $1,832 | $2,920-37.3% | $5,638-67.5% | $4,238-56.8% |
| Admin fee / account holder | $419 | $502-16.5% | $14,677-97.1% | $594-29.3% |