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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 | $10,075 | $122,042-91.7% | $184,260-94.5% | $74,459-86.5% |
| Participation rate | 64.3% | 85.5%-21.2pp | 86.8%-22.5pp | 67.2%-2.9pp |
| Annual return | 33.41% | 19.91%+13.5pp | 28.84%+4.6pp | 1369.70%-1336.3pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,586 | $7,143-63.8% | $9,133-71.7% | $4,350-40.5% |
| Admin fee / account holder | $651 | $1,252-48.0% | $13,898-95.3% | $1,945-66.5% |