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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 | $6,855 | $55,458-87.6% | $76,030-91.0% | $77,762-91.2% |
| Participation rate | 5.8% | 63.6%-57.8pp | 69.1%-63.3pp | 70.6%-64.8pp |
| Annual return | 4.86% | 17.10%-12.2pp | 361.54%-356.7pp | 31.27%-26.4pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,688-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $165 | $3,454-95.2% | $4,257-96.1% | $4,651-96.5% |
| Admin fee / account holder | $862 | $411+109.9% | $6,421-86.6% | $433+99.2% |