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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 | $23,379 | $89,465-73.9% | $165,071-85.8% | $77,736-69.9% |
| Participation rate | 50.5% | 78.6%-28.1pp | 78.6%-28.1pp | 70.6%-20.1pp |
| Annual return | 16.38% | 28.86%-12.5pp | 70.17%-53.8pp | 31.26%-14.9pp |
| Employer contribution / active EE | $1,269 | $2,565-50.5% | $4,347-70.8% | $2,728-53.5% |
| Participant deferral / active EE | $1,991 | $4,904-59.4% | $6,035-67.0% | $4,651-57.2% |
| Admin fee / account holder | $2,219 | $340+552.9% | $12,695-82.5% | $433+412.0% |