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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 | $42,909-90.8% | $152,093-97.4% | $71,012-94.4% |
| Participation rate | 32.1% | 54.7%-22.6pp | 77.8%-45.7pp | 58.6%-26.5pp |
| Annual return | 11.35% | 30.57%-19.2pp | 66.36%-55.0pp | 37.67%-26.3pp |
| Employer contribution / active EE | $363 | $1,369-73.5% | $4,175-91.3% | $2,348-84.5% |
| Participant deferral / active EE | $489 | $1,904-74.3% | $5,451-91.0% | $3,246-84.9% |
| Admin fee / account holder | $782 | $1,014-22.9% | $14,497-94.6% | $1,167-33.0% |