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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 | $2,259 | $43,749-94.8% | $158,223-98.6% | $65,306-96.5% |
| Participation rate | 42.8% | 56.9%-14.1pp | 79.2%-36.4pp | 57.7%-14.9pp |
| Annual return | 8.89% | 19.41%-10.5pp | 52.09%-43.2pp | 21.94%-13.0pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $371 | $2,019-81.6% | $5,467-93.2% | $2,959-87.5% |
| Admin fee / account holder | $899 | $1,930-53.4% | $16,047-94.4% | $3,480-74.2% |