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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 | $7,270 | $40,522-82.1% | $84,637-91.4% | $67,582-89.2% |
| Participation rate | 32.3% | 51.1%-18.8pp | 68.2%-36.0pp | 71.3%-39.0pp |
| Annual return | 42.51% | 32.72%+9.8pp | 258.82%-216.3pp | 378.57%-336.1pp |
| Employer contribution / active EE | $625 | $1,146-45.4% | $2,653-76.4% | $2,148-70.9% |
| Participant deferral / active EE | $357 | $2,132-83.3% | $3,900-90.9% | $3,539-89.9% |
| Admin fee / account holder | $1,643 | $145+1030.7% | $4,914-66.6% | $142+1054.6% |