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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 | $9,805 | $75,923-87.1% | $102,460-90.4% | - |
| Participation rate | 61.6% | 71.4%-9.8pp | 76.5%-14.9pp | - |
| Annual return | 11.01% | 15.12%-4.1pp | 29.47%-18.5pp | - |
| Employer contribution / active EE | $1,556 | $2,206-29.5% | $3,025-48.6% | - |
| Participant deferral / active EE | $657 | $4,258-84.6% | $5,056-87.0% | - |
| Admin fee / account holder | $932 | $11,449-91.9% | $9,460-90.2% | - |