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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 | $11,516 | $56,484-79.6% | $169,452-93.2% | $64,173-82.1% |
| Participation rate | 65.5% | 64.5%+1.0pp | 77.8%-12.3pp | 69.6%-4.1pp |
| Annual return | -8.30% | -1.55%-6.8pp | 1.83%-10.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,593 | $1,832-13.0% | $4,157-61.7% | $2,381-33.1% |
| Participant deferral / active EE | $6,352 | $3,448+84.2% | $5,277+20.4% | $3,470+83.1% |
| Admin fee / account holder | $318 | $4,174-92.4% | $9,110-96.5% | $4,887-93.5% |