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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.)
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 | $8,632 | $65,367-86.8% | $92,915-90.7% | $72,976-88.2% |
| Participation rate | 60.8% | 68.3%-7.6pp | 76.0%-15.2pp | 69.5%-8.7pp |
| Annual return | 17.60% | 42.11%-24.5pp | 109.45%-91.8pp | 81.02%-63.4pp |
| Employer contribution / active EE | $2,189 | $2,594-15.6% | $3,653-40.1% | $2,440-10.3% |
| Participant deferral / active EE | $1,257 | $3,128-59.8% | $4,238-70.3% | $3,608-65.1% |
| Admin fee / account holder | $1,351 | $4,251-68.2% | $5,796-76.7% | $5,124-73.6% |