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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 | $14,534 | $90,107-83.9% | $182,262-92.0% | $69,733-79.2% |
| Participation rate | 31.5% | 64.8%-33.3pp | 84.2%-52.7pp | 62.5%-31.0pp |
| Annual return | 18.20% | 95.58%-77.4pp | 140.60%-122.4pp | 15.22%+3.0pp |
| Employer contribution / active EE | $521 | $3,043-82.9% | $5,046-89.7% | $2,250-76.8% |
| Participant deferral / active EE | $801 | $5,135-84.4% | $8,276-90.3% | $3,054-73.8% |
| Admin fee / account holder | $1,832 | $3,377-45.8% | $16,712-89.0% | $3,102-41.0% |