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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 | $11,720 | $51,244-77.1% | $80,977-85.5% | $55,167-78.8% |
| Participation rate | 62.2% | 71.7%-9.5pp | 75.8%-13.6pp | 69.0%-6.8pp |
| Annual return | 4.29% | 17.39%-13.1pp | 17.11%-12.8pp | 169.23%-164.9pp |
| Employer contribution / active EE | $2,074 | $1,770+17.2% | $3,715-44.2% | $1,963+5.7% |
| Participant deferral / active EE | $1,134 | $4,418-74.3% | $5,696-80.1% | $3,054-62.9% |
| Admin fee / account holder | $1,267 | $398+218.3% | $5,517-77.0% | $504+151.4% |