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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 | $16,583 | $69,745-76.2% | $67,511-75.4% | $74,546-77.8% |
| Participation rate | 46.8% | 71.3%-24.5pp | 72.9%-26.0pp | 67.2%-20.4pp |
| Annual return | 16.75% | -40.37%+57.1pp | 3517.41%-3500.7pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $859 | $2,705-68.2% | $2,733-68.6% | $2,624-67.3% |
| Participant deferral / active EE | $1,099 | $3,636-69.8% | $4,000-72.5% | $4,347-74.7% |
| Admin fee / account holder | $1,723 | $894+92.7% | $3,999-56.9% | $1,944-11.4% |