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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 | $10,359 | $69,708-85.1% | $67,560-84.7% | $74,478-86.1% |
| Participation rate | 60.6% | 71.4%-10.8pp | 72.9%-12.4pp | 67.2%-6.6pp |
| Annual return | 9.27% | -40.67%+49.9pp | 3533.50%-3524.2pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $1,022 | $2,715-62.4% | $2,737-62.7% | $2,626-61.1% |
| Participant deferral / active EE | $530 | $3,637-85.4% | $4,004-86.8% | $4,350-87.8% |
| Admin fee / account holder | $894 | $887+0.7% | $3,994-77.6% | $1,946-54.1% |