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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 | $7,196 | $81,331-91.2% | $155,534-95.4% | $80,935-91.1% |
| Participation rate | 68.4% | 66.3%+2.1pp | 78.2%-9.9pp | 67.7%+0.7pp |
| Annual return | 14.45% | 33.37%-18.9pp | 64.92%-50.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $1,855 | $3,105-40.3% | $4,675-60.3% | $2,757-32.7% |
| Participant deferral / active EE | $665 | $3,454-80.7% | $5,630-88.2% | $4,299-84.5% |
| Admin fee / account holder | $13,314 | $7,999+66.4% | $15,900-16.3% | $6,924+92.3% |