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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 | $24,965 | $104,479-76.1% | $159,474-84.3% | $79,391-68.6% |
| Participation rate | 59.9% | 76.6%-16.8pp | 82.8%-23.0pp | 70.7%-10.9pp |
| Annual return | 23.67% | 67.98%-44.3pp | 263.68%-240.0pp | 116.88%-93.2pp |
| Employer contribution / active EE | $2,393 | $3,417-30.0% | $4,831-50.5% | $2,428-1.4% |
| Participant deferral / active EE | $1,941 | $6,468-70.0% | $7,353-73.6% | $4,046-52.0% |
| Admin fee / account holder | $2,077 | $711+192.0% | $10,802-80.8% | $627+231.5% |