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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 | $1,538 | $25,014-93.9% | $69,623-97.8% | $80,935-98.1% |
| Participation rate | 57.7% | 64.2%-6.5pp | 66.4%-8.7pp | 67.7%-10.0pp |
| Annual return | 6.76% | 19.08%-12.3pp | 101.23%-94.5pp | 35.66%-28.9pp |
| Employer contribution / active EE | $563 | $991-43.2% | $1,709-67.0% | $2,757-79.6% |
| Participant deferral / active EE | $1,433 | $1,840-22.1% | $2,890-50.4% | $4,299-66.7% |
| Admin fee / account holder | $526 | $2,491-78.9% | $4,696-88.8% | $6,924-92.4% |