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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 | $18,063 | $59,448-69.6% | $93,696-80.7% | $74,459-75.7% |
| Participation rate | 58.4% | 59.6%-1.2pp | 68.7%-10.3pp | 67.2%-8.8pp |
| Annual return | 8.21% | 82.11%-73.9pp | 133.74%-125.5pp | 1369.70%-1361.5pp |
| Employer contribution / active EE | $872 | $1,266-31.1% | $2,422-64.0% | $2,626-66.8% |
| Participant deferral / active EE | $1,250 | $3,052-59.0% | $4,417-71.7% | $4,350-71.3% |
| Admin fee / account holder | $3,523 | $3,027+16.4% | $8,287-57.5% | $1,945+81.1% |