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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 | $2,076 | $128,603-98.4% | $197,124-98.9% | $67,986-96.9% |
| Participation rate | 50.9% | 81.7%-30.8pp | 86.7%-35.8pp | 57.2%-6.3pp |
| Annual return | 7.50% | 23.77%-16.3pp | 44.34%-36.8pp | 31.67%-24.2pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $685 | $6,840-90.0% | $9,135-92.5% | $3,358-79.6% |
| Admin fee / account holder | $1,503 | $3,035-50.5% | $16,298-90.8% | $3,203-53.1% |