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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 | $2,443 | $50,919-95.2% | $155,556-98.4% | $77,762-96.9% |
| Participation rate | 41.9% | 63.1%-21.2pp | 78.2%-36.3pp | 70.6%-28.7pp |
| Annual return | 59.48% | 34.84%+24.6pp | 64.84%-5.4pp | 31.27%+28.2pp |
| Employer contribution / active EE | $466 | $1,991-76.6% | $4,675-90.0% | $2,728-82.9% |
| Participant deferral / active EE | $752 | $2,824-73.4% | $5,631-86.6% | $4,651-83.8% |
| Admin fee / account holder | $635 | $437+45.3% | $15,885-96.0% | $433+46.6% |