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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 | $14,673 | $81,476-82.0% | $102,383-85.7% | $80,925-81.9% |
| Participation rate | 68.1% | 66.8%+1.2pp | 74.5%-6.4pp | 67.7%+0.4pp |
| Annual return | 15.40% | 25.59%-10.2pp | 24.94%-9.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,618 | $3,105-47.9% | $3,870-58.2% | $2,756-41.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $556 | $6,717-91.7% | $8,391-93.4% | $6,940-92.0% |