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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 | $7,857 | $62,541-87.4% | $129,384-93.9% | $199,960-96.1% |
| Participation rate | 7.4% | 56.8%-49.3pp | 69.6%-62.2pp | 72.0%-64.6pp |
| Annual return | 21.10% | 16.95%+4.1pp | 9461.77%-9440.7pp | 34.28%-13.2pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,153-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $150 | $3,123-95.2% | $4,166-96.4% | $5,087-97.1% |
| Admin fee / account holder | $844 | $167+405.7% | $7,686-89.0% | $269+213.5% |