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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 | $9,921 | $86,655-88.6% | $119,622-91.7% | $66,938-85.2% |
| Participation rate | 65.9% | 75.6%-9.7pp | 79.3%-13.4pp | 69.8%-3.9pp |
| Annual return | -17.66% | -8.00%-9.7pp | -14.98%-2.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,083 | $2,536-57.3% | $4,232-74.4% | $2,545-57.5% |
| Participant deferral / active EE | $1,760 | $4,358-59.6% | $5,601-68.6% | $4,238-58.5% |
| Admin fee / account holder | $1,175 | $755+55.6% | $10,328-88.6% | $594+97.9% |