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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 | $14,419 | $76,112-81.1% | $96,534-85.1% | $71,511-79.8% |
| Participation rate | 44.8% | 74.4%-29.6pp | 76.0%-31.2pp | 67.9%-23.2pp |
| Annual return | 412.66% | 22.81%+389.9pp | 25.88%+386.8pp | 28.86%+383.8pp |
| Employer contribution / active EE | $736 | $2,248-67.2% | $2,965-75.2% | $2,589-71.6% |
| Participant deferral / active EE | $1,630 | $4,217-61.3% | $4,851-66.4% | $4,291-62.0% |
| Admin fee / account holder | $3,293 | $2,708+21.6% | $8,253-60.1% | $1,588+107.3% |