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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 | $6,230 | $80,674-92.3% | $119,126-94.8% | $64,340-90.3% |
| Participation rate | 60.3% | 55.2%+5.1pp | 75.8%-15.5pp | 55.2%+5.0pp |
| Annual return | 25.54% | 26.86%-1.3pp | 282.11%-256.6pp | 24.14%+1.4pp |
| Employer contribution / active EE | $295 | $2,564-88.5% | $4,034-92.7% | $1,862-84.2% |
| Participant deferral / active EE | $1,656 | $3,053-45.8% | $5,318-68.9% | $2,980-44.4% |
| Admin fee / account holder | $393 | $4,559-91.4% | $10,693-96.3% | $3,703-89.4% |