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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 | $34,450 | $106,110-67.5% | $147,005-76.6% | $77,671-55.6% |
| Participation rate | 38.9% | 78.4%-39.5pp | 82.2%-43.2pp | 70.6%-31.7pp |
| Annual return | 21.68% | 56.77%-35.1pp | 418.76%-397.1pp | 31.21%-9.5pp |
| Employer contribution / active EE | $1,717 | $4,065-57.8% | $4,934-65.2% | $2,726-37.0% |
| Participant deferral / active EE | $3,141 | $7,992-60.7% | $8,070-61.1% | $4,648-32.4% |
| Admin fee / account holder | $1,185 | $338+250.9% | $13,006-90.9% | $430+175.4% |