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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 | $21,592 | $65,246-66.9% | $98,716-78.1% | $67,986-68.2% |
| Participation rate | 57.7% | 51.4%+6.3pp | 69.3%-11.6pp | 57.2%+0.5pp |
| Annual return | 12.52% | 20.58%-8.1pp | 31.81%-19.3pp | 31.67%-19.1pp |
| Employer contribution / active EE | $555 | $1,042-46.8% | $2,279-75.7% | $2,019-72.5% |
| Participant deferral / active EE | $836 | $2,594-67.8% | $4,048-79.3% | $3,358-75.1% |
| Admin fee / account holder | $1,154 | $4,561-74.7% | $8,703-86.7% | $3,203-64.0% |