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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $24,818 | $89,652-72.3% | $141,197-82.4% | $65,186-61.9% |
| Participation rate | 68.4% | 74.7%-6.3pp | 82.5%-14.1pp | 70.2%-1.8pp |
| Annual return | 109.41% | 32.79%+76.6pp | 71.41%+38.0pp | 29.39%+80.0pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,104 | $5,691+24.8% | $6,710+5.9% | $3,514+102.2% |
| Admin fee / account holder | $2,067 | $569+263.5% | $10,265-79.9% | $847+143.9% |