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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 | $14,486 | $89,367-83.8% | $141,191-89.7% | $72,975-80.1% |
| Participation rate | 68.4% | 75.1%-6.7pp | 82.5%-14.1pp | 69.5%-1.1pp |
| Annual return | 38.41% | 111.87%-73.5pp | 71.41%-33.0pp | 81.01%-42.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,212 | $5,419+33.1% | $6,710+7.5% | $3,608+99.9% |
| Admin fee / account holder | $3,075 | $5,957-48.4% | $10,264-70.0% | $5,124-40.0% |