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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 | $3,943 | $36,904-89.3% | $158,223-97.5% | $65,191-94.0% |
| Participation rate | 32.1% | 62.1%-30.0pp | 79.2%-47.1pp | 63.0%-30.9pp |
| Annual return | 11.35% | 24.43%-13.1pp | 52.09%-40.7pp | 51.24%-39.9pp |
| Employer contribution / active EE | $363 | $1,489-75.6% | $4,109-91.2% | $2,400-84.9% |
| Participant deferral / active EE | $489 | $1,936-74.7% | $5,467-91.1% | $2,671-81.7% |
| Admin fee / account holder | $782 | $793-1.4% | $16,047-95.1% | $907-13.8% |