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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 | $17,818 | $55,458-67.9% | $76,030-76.6% | $77,762-77.1% |
| Participation rate | 27.1% | 63.6%-36.5pp | 69.1%-41.9pp | 70.6%-43.5pp |
| Annual return | 14.47% | 17.10%-2.6pp | 361.54%-347.1pp | 31.27%-16.8pp |
| Employer contribution / active EE | $556 | $1,792-69.0% | $2,688-79.3% | $2,728-79.6% |
| Participant deferral / active EE | $1,060 | $3,454-69.3% | $4,257-75.1% | $4,651-77.2% |
| Admin fee / account holder | $860 | $411+109.4% | $6,421-86.6% | $433+98.7% |