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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 | $69,774-85.2% | $67,561-84.7% | $74,429-86.1% |
| Participation rate | 60.6% | 71.4%-10.8pp | 72.9%-12.3pp | 67.2%-6.6pp |
| Annual return | 9.27% | -40.53%+49.8pp | 3525.44%-3516.2pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $1,022 | $2,710-62.3% | $2,735-62.6% | $2,625-61.1% |
| Participant deferral / active EE | $530 | $3,636-85.4% | $4,003-86.8% | $4,348-87.8% |
| Admin fee / account holder | $894 | $890+0.4% | $4,006-77.7% | $1,944-54.0% |