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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,992 | $102,385-87.3% | $147,080-91.2% | $80,935-83.9% |
| Participation rate | 40.0% | 75.9%-35.9pp | 82.2%-42.2pp | 67.7%-27.7pp |
| Annual return | 0.03% | 135.09%-135.1pp | 420.17%-420.1pp | 35.66%-35.6pp |
| Employer contribution / active EE | $4,729 | $3,717+27.2% | $4,933-4.1% | $2,757+71.6% |
| Participant deferral / active EE | $649 | $6,651-90.2% | $8,066-92.0% | $4,299-84.9% |
| Admin fee / account holder | $2,265 | $7,951-71.5% | $12,989-82.6% | $6,924-67.3% |