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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 | $34,805 | $122,042-71.5% | $184,260-81.1% | $74,459-53.3% |
| Participation rate | 66.0% | 85.5%-19.5pp | 86.8%-20.9pp | 67.2%-1.3pp |
| Annual return | 22.80% | 19.91%+2.9pp | 28.84%-6.0pp | 1369.70%-1346.9pp |
| Employer contribution / active EE | $2,101 | $4,537-53.7% | $6,427-67.3% | $2,626-20.0% |
| Participant deferral / active EE | $3,009 | $7,143-57.9% | $9,133-67.1% | $4,350-30.8% |
| Admin fee / account holder | $1,712 | $1,252+36.7% | $13,898-87.7% | $1,945-12.0% |