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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 | $1,444 | $36,140-96.0% | $73,658-98.0% | $64,340-97.8% |
| Participation rate | 62.8% | 31.0%+31.8pp | 57.0%+5.8pp | 55.2%+7.6pp |
| Annual return | 22.45% | 21.48%+1.0pp | 29.72%-7.3pp | 24.14%-1.7pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $749 | $1,023-26.8% | $2,062-63.7% | $2,980-74.9% |
| Admin fee / account holder | $342 | $2,513-86.4% | $3,357-89.8% | $3,703-90.8% |