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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 | $7,532 | $91,474-91.8% | $135,982-94.5% | $71,529-89.5% |
| Participation rate | 44.1% | 75.7%-31.5pp | 81.9%-37.8pp | 67.9%-23.8pp |
| Annual return | 20.13% | 29.89%-9.8pp | 68.32%-48.2pp | 28.97%-8.8pp |
| Employer contribution / active EE | $1,461 | $3,705-60.6% | $4,859-69.9% | $2,590-43.6% |
| Participant deferral / active EE | $616 | $7,095-91.3% | $7,760-92.1% | $4,291-85.7% |
| Admin fee / account holder | $679 | $1,267-46.4% | $10,767-93.7% | $1,588-57.3% |