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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 | $12,436 | $56,638-78.0% | $169,390-92.7% | $74,460-83.3% |
| Participation rate | 4.9% | 67.5%-62.6pp | 77.2%-72.3pp | 70.7%-65.8pp |
| Annual return | 22.81% | 24.75%-1.9pp | 406.07%-383.3pp | 34.38%-11.6pp |
| Employer contribution / active EE | $822 | $2,027-59.4% | $4,013-79.5% | $2,638-68.8% |
| Participant deferral / active EE | $1,333 | $4,223-68.4% | $6,222-78.6% | $4,530-70.6% |
| Admin fee / account holder | $2,364 | $307+671.1% | $9,015-73.8% | $348+579.6% |