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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 | $7,799 | $46,464-83.2% | $150,298-94.8% | $79,634-90.2% |
| Participation rate | 28.8% | 57.0%-28.2pp | 77.8%-49.0pp | 62.5%-33.7pp |
| Annual return | 258.26% | 27.89%+230.4pp | 62.79%+195.5pp | 36.46%+221.8pp |
| Employer contribution / active EE | $621 | $1,512-58.9% | $4,154-85.1% | $2,529-75.4% |
| Participant deferral / active EE | $333 | $2,157-84.6% | $5,453-93.9% | $3,835-91.3% |
| Admin fee / account holder | $323 | $891-63.7% | $14,116-97.7% | $1,002-67.8% |