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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 | $36,002-89.0% | $161,489-97.6% | $64,728-93.9% |
| Participation rate | 32.1% | 57.4%-25.3pp | 78.7%-46.6pp | 57.9%-25.8pp |
| Annual return | 11.35% | 33.93%-22.6pp | 89.72%-78.4pp | 49.38%-38.0pp |
| Employer contribution / active EE | $363 | $1,380-73.7% | $4,268-91.5% | $2,243-83.8% |
| Participant deferral / active EE | $489 | $1,815-73.1% | $5,630-91.3% | $2,729-82.1% |
| Admin fee / account holder | $782 | $931-16.0% | $16,006-95.1% | $1,145-31.7% |