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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $18,885 | $54,245-65.2% | $93,727-79.9% | $77,762-75.7% |
| Participation rate | 23.4% | 63.9%-40.5pp | 68.7%-45.3pp | 70.6%-47.2pp |
| Annual return | 14.16% | 30.58%-16.4pp | 133.83%-119.7pp | 31.27%-17.1pp |
| Employer contribution / active EE | $276 | $1,168-76.4% | $2,421-88.6% | $2,728-89.9% |
| Participant deferral / active EE | $1,461 | $3,144-53.5% | $4,417-66.9% | $4,651-68.6% |
| Admin fee / account holder | $4,258 | $575+640.0% | $8,292-48.6% | $433+883.6% |