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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 | $22,867 | $66,302-65.5% | $110,243-79.3% | $56,289-59.4% |
| Participation rate | 66.9% | 74.9%-8.0pp | 79.8%-12.9pp | 69.9%-2.9pp |
| Annual return | -7.63% | -1.18%-6.5pp | 314.76%-322.4pp | -9.96%+2.3pp |
| Employer contribution / active EE | $971 | $2,047-52.6% | $3,827-74.6% | $2,111-54.0% |
| Participant deferral / active EE | $2,389 | $3,381-29.3% | $4,672-48.9% | $3,350-28.7% |
| Admin fee / account holder | $3,505 | $698+401.9% | $8,548-59.0% | $521+572.9% |