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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 | $22,538 | $101,591-77.8% | $147,096-84.7% | $74,429-69.7% |
| Participation rate | 50.3% | 75.5%-25.3pp | 82.2%-31.9pp | 67.2%-16.9pp |
| Annual return | 48.29% | 8746.45%-8698.2pp | 419.75%-371.5pp | 1368.38%-1320.1pp |
| Employer contribution / active EE | $1,553 | $3,813-59.3% | $4,936-68.5% | $2,625-40.8% |
| Participant deferral / active EE | $2,322 | $7,302-68.2% | $8,071-71.2% | $4,348-46.6% |
| Admin fee / account holder | $2,633 | $1,750+50.4% | $13,005-79.8% | $1,944+35.4% |