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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 | $6,186 | $32,425-80.9% | $74,577-91.7% | $55,167-88.8% |
| Participation rate | 68.4% | 54.0%+14.4pp | 68.1%+0.3pp | 69.0%-0.6pp |
| Annual return | 7.33% | 10.63%-3.3pp | 20.47%-13.1pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,456 | $1,043+39.6% | $2,525-42.3% | $1,963-25.8% |
| Participant deferral / active EE | $271 | $1,995-86.4% | $3,458-92.2% | $3,054-91.1% |
| Admin fee / account holder | $820 | $748+9.6% | $4,138-80.2% | $504+62.8% |