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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 | $9,864 | $57,752-82.9% | $112,273-91.2% | $71,511-86.2% |
| Participation rate | 35.4% | 58.8%-23.4pp | 72.4%-37.0pp | 67.9%-32.5pp |
| Annual return | 69.24% | 18.25%+51.0pp | 30.23%+39.0pp | 28.86%+40.4pp |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,431-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,755 | $2,860-38.6% | $4,800-63.4% | $4,291-59.1% |
| Admin fee / account holder | $305 | $1,586-80.8% | $7,752-96.1% | $1,588-80.8% |