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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 | $639 | $56,121-98.9% | $92,985-99.3% | $64,340-99.0% |
| Participation rate | 64.5% | 44.9%+19.6pp | 69.5%-5.0pp | 55.2%+9.3pp |
| Annual return | 12.54% | 19.19%-6.6pp | 27.99%-15.5pp | 24.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,662-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $339 | $2,362-85.7% | $4,377-92.3% | $2,980-88.6% |
| Admin fee / account holder | $399 | $6,869-94.2% | $9,463-95.8% | $3,703-89.2% |