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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 | $10,482 | $73,459-85.7% | $178,528-94.1% | $74,429-85.9% |
| Participation rate | 57.1% | 66.5%-9.4pp | 77.1%-20.0pp | 67.2%-10.1pp |
| Annual return | 11.35% | 17.50%-6.2pp | 27.11%-15.8pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,308 | $4,515-71.0% | $6,278-79.2% | $4,348-69.9% |
| Admin fee / account holder | $2,154 | $1,812+18.9% | $10,419-79.3% | $1,944+10.8% |