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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $12,929 | $55,437-76.7% | $155,534-91.7% | $74,459-82.6% |
| Participation rate | 51.4% | 61.9%-10.5pp | 78.2%-26.8pp | 67.2%-15.9pp |
| Annual return | 8.01% | 269.58%-261.6pp | 64.92%-56.9pp | 1369.70%-1361.7pp |
| Employer contribution / active EE | $94 | $2,266-95.8% | $4,675-98.0% | $2,626-96.4% |
| Participant deferral / active EE | $1,177 | $2,837-58.5% | $5,630-79.1% | $4,350-72.9% |
| Admin fee / account holder | $3,249 | $1,742+86.5% | $15,900-79.6% | $1,945+67.1% |