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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 | $43,496-94.8% | $161,489-98.6% | $64,340-96.5% |
| Participation rate | 42.8% | 53.5%-10.8pp | 78.7%-35.9pp | 55.2%-12.5pp |
| Annual return | 8.89% | 20.76%-11.9pp | 89.72%-80.8pp | 24.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $371 | $1,996-81.4% | $5,630-93.4% | $2,980-87.6% |
| Admin fee / account holder | $899 | $2,330-61.4% | $16,006-94.4% | $3,703-75.7% |