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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 | $5,746 | $55,437-89.6% | $155,534-96.3% | $74,459-92.3% |
| Participation rate | 30.6% | 61.9%-31.3pp | 78.2%-47.6pp | 67.2%-36.6pp |
| Annual return | 10.76% | 269.58%-258.8pp | 64.92%-54.2pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $471 | $2,266-79.2% | $4,675-89.9% | $2,626-82.1% |
| Participant deferral / active EE | $832 | $2,837-70.7% | $5,630-85.2% | $4,350-80.9% |
| Admin fee / account holder | $1,429 | $1,742-18.0% | $15,900-91.0% | $1,945-26.5% |