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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 | $79,867-92.3% | $120,344-94.9% | $64,340-90.4% |
| Participation rate | 68.8% | 63.0%+5.9pp | 76.7%-7.9pp | 55.2%+13.6pp |
| Annual return | 19.23% | 21.10%-1.9pp | 20.30%-1.1pp | 24.14%-4.9pp |
| Employer contribution / active EE | $815 | $1,925-57.7% | $3,020-73.0% | $1,862-56.2% |
| Participant deferral / active EE | $1,147 | $3,593-68.1% | $5,135-77.7% | $2,980-61.5% |
| Admin fee / account holder | $671 | $5,039-86.7% | $12,742-94.7% | $3,703-81.9% |