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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 | $34,937 | $122,128-71.4% | $147,080-76.2% | $199,960-82.5% |
| Participation rate | 7.0% | 78.2%-71.2pp | 82.2%-75.2pp | 72.0%-65.0pp |
| Annual return | 12.10% | 30.58%-18.5pp | 420.17%-408.1pp | 34.28%-22.2pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $157 | $8,484-98.2% | $8,066-98.1% | $5,087-96.9% |
| Admin fee / account holder | $651 | $180+262.6% | $12,989-95.0% | $269+141.7% |