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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 | $29,525-87.0% | $56,033-93.2% | $77,736-95.1% |
| Participation rate | 64.9% | 32.7%+32.3pp | 52.5%+12.4pp | 70.6%-5.6pp |
| Annual return | 16.71% | 18.90%-2.2pp | 1711.38%-1694.7pp | 31.26%-14.6pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,203 | $1,062+13.3% | $1,954-38.4% | $4,651-74.1% |
| Admin fee / account holder | $523 | $1,040-49.7% | $2,827-81.5% | $433+20.8% |