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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 | $24,028 | $76,696-68.7% | $96,515-75.1% | $71,511-66.4% |
| Participation rate | 62.3% | 66.6%-4.3pp | 74.3%-12.1pp | 67.9%-5.6pp |
| Annual return | 50.87% | 48.32%+2.6pp | 35.73%+15.1pp | 28.86%+22.0pp |
| Employer contribution / active EE | $707 | $3,032-76.7% | $3,740-81.1% | $2,589-72.7% |
| Participant deferral / active EE | $2,115 | $3,770-43.9% | $4,880-56.6% | $4,291-50.7% |
| Admin fee / account holder | $1,071 | $2,030-47.2% | $6,735-84.1% | $1,588-32.6% |