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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 | $15,401 | $47,163-67.3% | $149,696-89.7% | $74,460-79.3% |
| Participation rate | 23.8% | 63.4%-39.6pp | 78.8%-55.0pp | 70.7%-46.9pp |
| Annual return | 30.85% | 22.75%+8.1pp | 134.46%-103.6pp | 34.38%-3.5pp |
| Employer contribution / active EE | $376 | $1,907-80.3% | $4,821-92.2% | $2,638-85.8% |
| Participant deferral / active EE | $795 | $2,730-70.9% | $5,682-86.0% | $4,530-82.5% |
| Admin fee / account holder | $1,460 | $343+325.7% | $13,212-89.0% | $348+319.7% |