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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 | $35,853 | $91,372-60.8% | $130,045-72.4% | $74,460-51.8% |
| Participation rate | 22.8% | 77.8%-54.9pp | 78.5%-55.7pp | 70.7%-47.9pp |
| Annual return | 32.61% | 23.21%+9.4pp | -137.30%+169.9pp | 34.38%-1.8pp |
| Employer contribution / active EE | $877 | $2,563-65.8% | $4,321-79.7% | $2,638-66.8% |
| Participant deferral / active EE | $1,652 | $4,721-65.0% | $5,820-71.6% | $4,530-63.5% |
| Admin fee / account holder | $1,514 | $283+434.2% | $10,600-85.7% | $348+335.2% |