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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 | $8,312 | $125,797-93.4% | $170,043-95.1% | $75,173-88.9% |
| Participation rate | 51.1% | 83.6%-32.5pp | 87.0%-35.9pp | 67.2%-16.1pp |
| Annual return | -32.54% | 27.20%-59.7pp | 53.40%-85.9pp | 160.72%-193.3pp |
| Employer contribution / active EE | $3,787 | $4,616-18.0% | $6,790-44.2% | $2,671+41.8% |
| Participant deferral / active EE | $5,625 | $6,838-17.7% | $10,410-46.0% | $4,126+36.3% |
| Admin fee / account holder | $1,655 | $8,177-79.8% | $12,824-87.1% | $5,651-70.7% |