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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.)
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 | $6,015 | $46,732-87.1% | $156,551-96.2% | $55,167-89.1% |
| Participation rate | 39.5% | 65.8%-26.3pp | 84.0%-44.5pp | 69.0%-29.5pp |
| Annual return | 230.60% | 17.72%+212.9pp | 32.23%+198.4pp | 169.23%+61.4pp |
| Employer contribution / active EE | $54 | $2,105-97.4% | $5,501-99.0% | $1,963-97.3% |
| Participant deferral / active EE | $1,048 | $2,204-52.5% | $4,871-78.5% | $3,054-65.7% |
| Admin fee / account holder | $699 | $418+67.2% | $13,028-94.6% | $504+38.8% |