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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $30,052 | $78,636-61.8% | $105,607-71.5% | $74,459-59.6% |
| Participation rate | 68.6% | 72.8%-4.2pp | 75.3%-6.7pp | 67.2%+1.3pp |
| Annual return | 15.81% | 15.96%-0.1pp | 116.11%-100.3pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $108 | $2,523-95.7% | $3,167-96.6% | $2,626-95.9% |
| Participant deferral / active EE | $2,154 | $4,322-50.2% | $5,011-57.0% | $4,350-50.5% |
| Admin fee / account holder | $4,571 | $2,220+105.9% | $10,958-58.3% | $1,945+135.0% |