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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 | $12,924 | $80,753-84.0% | $136,298-90.5% | $62,293-79.3% |
| Participation rate | 58.0% | 73.5%-15.5pp | 81.9%-23.9pp | 69.5%-11.5pp |
| Annual return | 40.04% | 35.83%+4.2pp | 5156.27%-5116.2pp | 28.90%+11.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,846 | $5,164-44.9% | $6,247-54.4% | $3,169-10.2% |
| Admin fee / account holder | $715 | $525+36.0% | $9,244-92.3% | $479+49.1% |