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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 | $80,332-92.2% | $107,187-94.2% | $64,097-90.3% |
| Participation rate | 60.3% | 54.4%+5.9pp | 75.0%-14.7pp | 55.2%+5.1pp |
| Annual return | 25.54% | 24.26%+1.3pp | 204.55%-179.0pp | 34.64%-9.1pp |
| Employer contribution / active EE | $295 | $2,501-88.2% | $3,782-92.2% | $1,891-84.4% |
| Participant deferral / active EE | $1,656 | $3,109-46.7% | $5,096-67.5% | $3,080-46.2% |
| Admin fee / account holder | $393 | $4,314-90.9% | $9,162-95.7% | $3,454-88.6% |