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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 | $15,631 | $72,352-78.4% | $142,516-89.0% | $71,511-78.1% |
| Participation rate | 54.3% | 71.7%-17.4pp | 76.8%-22.4pp | 67.9%-13.6pp |
| Annual return | 2.62% | 21.17%-18.5pp | 19.99%-17.4pp | 28.86%-26.2pp |
| Employer contribution / active EE | $1,828 | $3,800-51.9% | $4,849-62.3% | $2,589-29.4% |
| Participant deferral / active EE | $3,330 | $5,288-37.0% | $6,280-47.0% | $4,291-22.4% |
| Admin fee / account holder | $563 | $1,438-60.9% | $10,008-94.4% | $1,588-64.6% |