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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 | $1,865 | $57,119-96.7% | $85,187-97.8% | $80,935-97.7% |
| Participation rate | 61.5% | 56.4%+5.1pp | 67.5%-6.0pp | 67.7%-6.1pp |
| Annual return | 17.27% | 21.70%-4.4pp | 66.67%-49.4pp | 35.66%-18.4pp |
| Employer contribution / active EE | $377 | $1,802-79.1% | $2,732-86.2% | $2,757-86.3% |
| Participant deferral / active EE | $434 | $3,115-86.1% | $4,525-90.4% | $4,299-89.9% |
| Admin fee / account holder | $754 | $4,990-84.9% | $6,162-87.8% | $6,924-89.1% |