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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $16,950 | $86,882-80.5% | $150,734-88.8% | $69,255-75.5% |
| Participation rate | 37.6% | 84.3%-46.6pp | 78.4%-40.8pp | 69.0%-31.4pp |
| Annual return | 46.05% | 10.69%+35.4pp | 600.81%-554.8pp | 26.73%+19.3pp |
| Employer contribution / active EE | $973 | $5,194-81.3% | $4,918-80.2% | $2,645-63.2% |
| Participant deferral / active EE | $1,581 | $2,993-47.2% | $5,610-71.8% | $2,890-45.3% |
| Admin fee / account holder | $1,989 | $630+215.6% | $14,905-86.7% | $733+171.4% |