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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 | $89,670-87.3% | $96,754-88.2% | $89,670-87.3% |
| Participation rate | 2.8% | 71.2%-68.3pp | 70.3%-67.4pp | 71.2%-68.3pp |
| Annual return | 14.16% | 19.66%-5.5pp | 82.04%-67.9pp | 19.66%-5.5pp |
| Employer contribution / active EE | $0 | $4,041-100.0% | $2,679-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $393 | $3,962-90.1% | $4,758-91.7% | $3,962-90.1% |
| Admin fee / account holder | $1,873 | $352+432.4% | $8,905-79.0% | $352+432.4% |