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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 | $13,060 | $106,264-87.7% | $147,117-91.1% | $77,762-83.2% |
| Participation rate | 37.7% | 78.4%-40.7pp | 82.2%-44.5pp | 70.6%-32.9pp |
| Annual return | 47.23% | 56.94%-9.7pp | 420.54%-373.3pp | 31.27%+16.0pp |
| Employer contribution / active EE | $1,575 | $4,074-61.3% | $4,932-68.1% | $2,728-42.3% |
| Participant deferral / active EE | $2,225 | $8,003-72.2% | $8,065-72.4% | $4,651-52.2% |
| Admin fee / account holder | $5,442 | $334+1527.6% | $12,993-58.1% | $433+1157.1% |