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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 | $6,182 | $85,515-92.8% | $112,040-94.5% | $67,986-90.9% |
| Participation rate | 68.8% | 68.2%+0.6pp | 76.5%-7.7pp | 57.2%+11.6pp |
| Annual return | 19.23% | 29.68%-10.4pp | 24.52%-5.3pp | 31.67%-12.4pp |
| Employer contribution / active EE | $815 | $2,191-62.8% | $2,954-72.4% | $2,019-59.6% |
| Participant deferral / active EE | $1,147 | $4,014-71.4% | $5,098-77.5% | $3,358-65.9% |
| Admin fee / account holder | $671 | $3,774-82.2% | $12,098-94.5% | $3,203-79.0% |