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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 | $28,880 | $92,076-68.6% | $105,607-72.7% | $77,736-62.8% |
| Participation rate | 41.5% | 81.0%-39.5pp | 75.3%-33.8pp | 70.6%-29.1pp |
| Annual return | 11.73% | 17.84%-6.1pp | 116.11%-104.4pp | 31.26%-19.5pp |
| Employer contribution / active EE | $986 | $3,370-70.8% | $3,167-68.9% | $2,728-63.9% |
| Participant deferral / active EE | $1,910 | $5,390-64.6% | $5,011-61.9% | $4,651-58.9% |
| Admin fee / account holder | $2,499 | $219+1041.4% | $10,958-77.2% | $433+476.7% |