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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 | $36,007 | $122,063-70.5% | $184,256-80.5% | $74,478-51.7% |
| Participation rate | 69.2% | 85.5%-16.2pp | 86.8%-17.6pp | 67.2%+2.0pp |
| Annual return | 12.02% | 19.92%-7.9pp | 28.85%-16.8pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,045 | $7,144-43.4% | $9,133-55.7% | $4,350-7.0% |
| Admin fee / account holder | $4,553 | $1,253+263.4% | $13,899-67.2% | $1,946+134.0% |