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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 | $28,301 | $82,979-65.9% | $102,412-72.4% | $77,736-63.6% |
| Participation rate | 33.9% | 71.5%-37.7pp | 74.5%-40.7pp | 70.6%-36.7pp |
| Annual return | 14.58% | 19.11%-4.5pp | 24.94%-10.4pp | 31.26%-16.7pp |
| Employer contribution / active EE | $1,027 | $3,554-71.1% | $3,870-73.5% | $2,728-62.3% |
| Participant deferral / active EE | $1,755 | $4,109-57.3% | $5,060-65.3% | $4,651-62.3% |
| Admin fee / account holder | $5,091 | $639+697.2% | $8,388-39.3% | $433+1074.8% |