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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 | $3,827 | $29,554-87.0% | $56,054-93.2% | $77,692-95.1% |
| Participation rate | 64.9% | 32.6%+32.3pp | 52.5%+12.5pp | 70.6%-5.6pp |
| Annual return | 16.71% | 18.89%-2.2pp | 1705.95%-1689.2pp | 31.25%-14.5pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,203 | $1,061+13.5% | $1,952-38.4% | $4,648-74.1% |
| Admin fee / account holder | $523 | $1,046-50.0% | $2,822-81.5% | $431+21.5% |