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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 | $6,481 | $47,163-86.3% | $149,696-95.7% | $74,460-91.3% |
| Participation rate | 14.7% | 63.4%-48.7pp | 78.8%-64.1pp | 70.7%-56.0pp |
| Annual return | 28.78% | 22.75%+6.0pp | 134.46%-105.7pp | 34.38%-5.6pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $169 | $2,730-93.8% | $5,682-97.0% | $4,530-96.3% |
| Admin fee / account holder | $751 | $343+119.0% | $13,212-94.3% | $348+116.0% |