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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 | $20,395 | $58,093-64.9% | $80,022-74.5% | $56,287-63.8% |
| Participation rate | 51.4% | 73.6%-22.2pp | 75.8%-24.4pp | 69.9%-18.4pp |
| Annual return | 19.94% | 34.63%-14.7pp | 11.22%+8.7pp | -9.96%+29.9pp |
| Employer contribution / active EE | $513 | $1,933-73.5% | $2,468-79.2% | $2,111-75.7% |
| Participant deferral / active EE | $864 | $3,136-72.5% | $3,686-76.6% | $3,350-74.2% |
| Admin fee / account holder | $933 | $623+49.9% | $6,521-85.7% | $521+79.1% |