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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $8,187 | $51,092-84.0% | $76,735-89.3% | $79,634-89.7% |
| Participation rate | 52.3% | 50.2%+2.1pp | 69.5%-17.2pp | 62.5%-10.2pp |
| Annual return | 10.39% | 18.04%-7.7pp | 29.77%-19.4pp | 36.46%-26.1pp |
| Employer contribution / active EE | $181 | $1,519-88.1% | $2,454-92.6% | $2,529-92.8% |
| Participant deferral / active EE | $728 | $2,529-71.2% | $4,088-82.2% | $3,835-81.0% |
| Admin fee / account holder | $690 | $1,865-63.0% | $7,189-90.4% | $1,002-31.1% |