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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 | $12,712 | $65,582-80.6% | $64,097-80.2% | $71,529-82.2% |
| Participation rate | 47.1% | 73.2%-26.1pp | 72.3%-25.3pp | 67.9%-20.9pp |
| Annual return | 14.90% | 18.96%-4.1pp | 33.75%-18.8pp | 28.97%-14.1pp |
| Employer contribution / active EE | $691 | $2,671-74.1% | $2,750-74.9% | $2,590-73.3% |
| Participant deferral / active EE | $1,122 | $3,628-69.1% | $3,881-71.1% | $4,291-73.9% |
| Admin fee / account holder | $6,473 | $616+950.2% | $3,070+110.9% | $1,588+307.5% |