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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 | $15,938 | $54,573-70.8% | $90,970-82.5% | $73,493-78.3% |
| Participation rate | 38.5% | 61.2%-22.6pp | 69.0%-30.5pp | 70.7%-32.2pp |
| Annual return | 74.19% | 16.69%+57.5pp | 134.58%-60.4pp | 28.51%+45.7pp |
| Employer contribution / active EE | $259 | $991-73.9% | $2,122-87.8% | $2,270-88.6% |
| Participant deferral / active EE | $500 | $2,517-80.1% | $3,373-85.2% | $3,740-86.6% |
| Admin fee / account holder | $780 | $521+49.7% | $5,960-86.9% | $513+52.1% |