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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 | $1,623 | $27,800-94.2% | $58,561-97.2% | $71,511-97.7% |
| Participation rate | 57.3% | 34.6%+22.7pp | 50.9%+6.4pp | 67.9%-10.6pp |
| Annual return | 14.11% | 26.80%-12.7pp | 4251.33%-4237.2pp | 28.86%-14.7pp |
| Employer contribution / active EE | $366 | $632-42.1% | $1,053-65.3% | $2,589-85.9% |
| Participant deferral / active EE | $383 | $1,208-68.3% | $1,923-80.1% | $4,291-91.1% |
| Admin fee / account holder | $383 | $1,637-76.6% | $2,520-84.8% | $1,588-75.9% |