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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 | $13,245 | $99,957-86.7% | $149,730-91.2% | $73,493-82.0% |
| Participation rate | 66.3% | 75.7%-9.4pp | 82.5%-16.2pp | 70.7%-4.4pp |
| Annual return | 40.13% | 53.87%-13.7pp | 276.70%-236.6pp | 28.51%+11.6pp |
| Employer contribution / active EE | $284 | $3,191-91.1% | $4,645-93.9% | $2,270-87.5% |
| Participant deferral / active EE | $3,328 | $6,073-45.2% | $6,843-51.4% | $3,740-11.0% |
| Admin fee / account holder | $328 | $551-40.4% | $9,310-96.5% | $513-36.0% |