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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 | $3,943 | $46,464-91.5% | $150,298-97.4% | $79,634-95.0% |
| Participation rate | 32.1% | 57.0%-24.9pp | 77.8%-45.7pp | 62.5%-30.4pp |
| Annual return | 11.35% | 27.89%-16.5pp | 62.79%-51.4pp | 36.46%-25.1pp |
| Employer contribution / active EE | $363 | $1,512-76.0% | $4,154-91.3% | $2,529-85.7% |
| Participant deferral / active EE | $489 | $2,157-77.3% | $5,453-91.0% | $3,835-87.2% |
| Admin fee / account holder | $782 | $891-12.2% | $14,116-94.5% | $1,002-22.0% |