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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 | $101,539-82.4% | $147,041-87.8% | $74,400-76.0% |
| Participation rate | 65.4% | 75.5%-10.1pp | 82.2%-16.8pp | 67.2%-1.8pp |
| Annual return | 14.08% | 8740.84%-8726.8pp | 419.21%-405.1pp | 1367.51%-1353.4pp |
| Employer contribution / active EE | $1,284 | $3,811-66.3% | $4,935-74.0% | $2,624-51.1% |
| Participant deferral / active EE | $2,127 | $7,304-70.9% | $8,071-73.7% | $4,348-51.1% |
| Admin fee / account holder | $1,989 | $1,749+13.7% | $13,006-84.7% | $1,944+2.3% |