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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 | $11,381 | $85,660-86.7% | $129,031-91.2% | $85,660-86.7% |
| Participation rate | 2.8% | 74.8%-72.0pp | 73.4%-70.5pp | 74.8%-72.0pp |
| Annual return | 14.16% | 19.52%-5.4pp | 34.67%-20.5pp | 19.52%-5.4pp |
| Employer contribution / active EE | $0 | $4,199-100.0% | $3,226-100.0% | $4,199-100.0% |
| Participant deferral / active EE | $393 | $3,518-88.8% | $5,217-92.5% | $3,518-88.8% |
| Admin fee / account holder | $1,873 | $224+736.4% | $13,208-85.8% | $224+736.4% |