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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 | $16,501 | $52,450-68.5% | $129,384-87.2% | $74,459-77.8% |
| Participation rate | 43.4% | 53.8%-10.5pp | 69.6%-26.3pp | 67.2%-23.9pp |
| Annual return | 18.12% | 15.65%+2.5pp | 9461.77%-9443.7pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $573 | $1,532-62.6% | $4,153-86.2% | $2,626-78.2% |
| Participant deferral / active EE | $836 | $2,797-70.1% | $4,166-79.9% | $4,350-80.8% |
| Admin fee / account holder | $304 | $2,636-88.5% | $7,686-96.0% | $1,945-84.4% |