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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 | $106,264-67.6% | $147,117-76.6% | $77,762-55.7% |
| Participation rate | 38.9% | 78.4%-39.5pp | 82.2%-43.3pp | 70.6%-31.7pp |
| Annual return | 21.68% | 56.94%-35.3pp | 420.54%-398.9pp | 31.27%-9.6pp |
| Employer contribution / active EE | $1,717 | $4,074-57.9% | $4,932-65.2% | $2,728-37.1% |
| Participant deferral / active EE | $3,141 | $8,003-60.8% | $8,065-61.1% | $4,651-32.5% |
| Admin fee / account holder | $1,185 | $334+254.5% | $12,993-90.9% | $433+173.8% |