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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 | $19,405 | $64,176-69.8% | $112,263-82.7% | $66,949-71.0% |
| Participation rate | 46.4% | 68.4%-22.1pp | 75.1%-28.7pp | 69.8%-23.5pp |
| Annual return | 37.73% | -13.80%+51.5pp | 27.49%+10.2pp | 1.57%+36.2pp |
| Employer contribution / active EE | $857 | $3,007-71.5% | $3,636-76.4% | $2,545-66.3% |
| Participant deferral / active EE | $1,623 | $3,694-56.1% | $4,729-65.7% | $4,239-61.7% |
| Admin fee / account holder | $4,100 | $626+555.2% | $6,410-36.0% | $594+590.8% |