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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 | $17,882 | $101,653-82.4% | $147,080-87.8% | $74,459-76.0% |
| Participation rate | 65.4% | 75.6%-10.2pp | 82.2%-16.8pp | 67.2%-1.8pp |
| Annual return | 14.08% | 8754.98%-8740.9pp | 420.17%-406.1pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $1,284 | $3,813-66.3% | $4,933-74.0% | $2,626-51.1% |
| Participant deferral / active EE | $2,127 | $7,304-70.9% | $8,066-73.6% | $4,350-51.1% |
| Admin fee / account holder | $1,989 | $1,752+13.6% | $12,989-84.7% | $1,945+2.3% |