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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 | $12,799 | $61,338-79.1% | $149,717-91.5% | $71,495-82.1% |
| Participation rate | 54.0% | 62.5%-8.5pp | 78.8%-24.8pp | 67.9%-13.9pp |
| Annual return | -1.56% | 35.86%-37.4pp | 134.41%-136.0pp | 28.85%-30.4pp |
| Employer contribution / active EE | $296 | $2,381-87.5% | $4,820-93.8% | $2,589-88.6% |
| Participant deferral / active EE | $1,033 | $2,919-64.6% | $5,682-81.8% | $4,291-75.9% |
| Admin fee / account holder | $1,318 | $1,263+4.3% | $13,213-90.0% | $1,588-17.0% |