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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 | $75,058-80.6% | $152,301-90.5% | $64,340-77.4% |
| Participation rate | 31.5% | 60.9%-29.4pp | 82.4%-51.0pp | 55.2%-23.8pp |
| Annual return | 18.20% | 29.93%-11.7pp | 80.50%-62.3pp | 24.14%-5.9pp |
| Employer contribution / active EE | $521 | $2,605-80.0% | $4,624-88.7% | $1,862-72.0% |
| Participant deferral / active EE | $801 | $5,041-84.1% | $8,004-90.0% | $2,980-73.1% |
| Admin fee / account holder | $1,832 | $4,050-54.8% | $14,398-87.3% | $3,703-50.5% |