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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 | $3,374 | $42,546-92.1% | $71,796-95.3% | $55,167-93.9% |
| Participation rate | 64.6% | 59.1%+5.5pp | 69.1%-4.5pp | 69.0%-4.4pp |
| Annual return | 12.47% | 12.36%+0.1pp | 78.04%-65.6pp | 169.23%-156.8pp |
| Employer contribution / active EE | $471 | $803-41.4% | $1,924-75.5% | $1,963-76.0% |
| Participant deferral / active EE | $277 | $2,064-86.6% | $2,794-90.1% | $3,054-90.9% |
| Admin fee / account holder | $1,966 | $650+202.6% | $4,815-59.2% | $504+290.2% |