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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 | $16,483 | $89,465-81.6% | $165,071-90.0% | $77,736-78.8% |
| Participation rate | 26.6% | 78.6%-52.0pp | 78.6%-52.0pp | 70.6%-44.0pp |
| Annual return | 22.41% | 28.86%-6.5pp | 70.17%-47.8pp | 31.26%-8.8pp |
| Employer contribution / active EE | $889 | $2,565-65.3% | $4,347-79.6% | $2,728-67.4% |
| Participant deferral / active EE | $1,549 | $4,904-68.4% | $6,035-74.3% | $4,651-66.7% |
| Admin fee / account holder | $805 | $340+136.9% | $12,695-93.7% | $433+85.8% |