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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 | $8,388 | $102,393-91.8% | $147,041-94.3% | $80,911-89.6% |
| Participation rate | 60.9% | 75.9%-14.9pp | 82.2%-21.2pp | 67.6%-6.7pp |
| Annual return | 13.61% | 134.95%-121.3pp | 419.21%-405.6pp | 35.63%-22.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,845 | $6,647-57.2% | $8,071-64.7% | $4,297-33.8% |
| Admin fee / account holder | $368 | $7,943-95.4% | $13,006-97.2% | $6,935-94.7% |