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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 | $12,529 | $75,183-83.3% | $123,894-89.9% | $55,167-77.3% |
| Participation rate | 56.2% | 72.8%-16.6pp | 81.4%-25.2pp | 69.0%-12.8pp |
| Annual return | 17.90% | 19.01%-1.1pp | 47.52%-29.6pp | 169.23%-151.3pp |
| Employer contribution / active EE | $1,179 | $2,823-58.2% | $4,617-74.5% | $1,963-39.9% |
| Participant deferral / active EE | $1,838 | $5,084-63.9% | $5,984-69.3% | $3,054-39.8% |
| Admin fee / account holder | $341 | $663-48.5% | $8,357-95.9% | $504-32.3% |