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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $13,967 | $85,515-83.7% | $112,040-87.5% | $67,986-79.5% |
| Participation rate | 50.4% | 68.2%-17.8pp | 76.5%-26.1pp | 57.2%-6.8pp |
| Annual return | 36.30% | 29.68%+6.6pp | 24.52%+11.8pp | 31.67%+4.6pp |
| Employer contribution / active EE | $484 | $2,191-77.9% | $2,954-83.6% | $2,019-76.0% |
| Participant deferral / active EE | $2,420 | $4,014-39.7% | $5,098-52.5% | $3,358-27.9% |
| Admin fee / account holder | $1,792 | $3,774-52.5% | $12,098-85.2% | $3,203-44.0% |