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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 | $5,690 | $49,280-88.5% | $67,313-91.5% | $64,173-91.1% |
| Participation rate | 67.4% | 60.8%+6.6pp | 69.1%-1.7pp | 69.6%-2.2pp |
| Annual return | -11.64% | -1.39%-10.3pp | -4.08%-7.6pp | 7.63%-19.3pp |
| Employer contribution / active EE | $2,028 | $1,668+21.6% | $2,566-21.0% | $2,381-14.8% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $576 | $3,863-85.1% | $4,507-87.2% | $4,887-88.2% |